Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.07 | 1.07 | 0.00 |
Stocks | 98.85 | 98.85 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.75 | 27.95 |
Price to Book | 7.14 | 6.66 |
Price to Sales | 4.16 | 4.16 |
Price to Cash Flow | 19.40 | 18.49 |
Dividend Yield | 0.53 | 0.71 |
5 Years Earnings Growth | 16.19 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.02 | 38.71 |
Consumer Cyclical | 12.86 | 14.19 |
Communication Services | 12.33 | 11.04 |
Healthcare | 11.77 | 12.87 |
Industrials | 9.45 | 7.18 |
Financial Services | 7.94 | 9.29 |
Energy | 1.61 | 1.87 |
Consumer Defensive | 1.01 | 3.85 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.86 | 409.34 | -1.02% | |
NVIDIA | US67066G1040 | 6.83 | 905.54 | -1.72% | |
Amazon.com | US0231351067 | 6.23 | 188.76 | +0.03% | |
Apple | US0378331005 | 5.84 | 182.40 | +0.38% | |
Meta Platforms | US30303M1027 | 5.73 | 468.24 | +0.55% | |
Alphabet C | US02079K1079 | 3.67 | 172.98 | +1.85% | |
Mastercard | US57636Q1040 | 3.07 | 453.13 | +0.84% | |
Eli Lilly | US5324571083 | 2.51 | 777.71 | +1.44% | |
Broadcom | US11135F1012 | 2.46 | 1,303.11 | -0.55% | |
Regeneron Pharma | US75886F1075 | 1.95 | 969.97 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review