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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 1.94 | 1.02 |
Shares | 99.05 | 99.05 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.96 | 16.28 |
Price to Book | 2.73 | 3.41 |
Price to Sales | 1.82 | 1.78 |
Price to Cash Flow | 11.51 | 11.38 |
Dividend Yield | 2.91 | 2.56 |
5 Years Earnings Growth | 10.20 | 8.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.94 | 16.58 |
Healthcare | 16.40 | 12.41 |
Industrials | 12.74 | 11.27 |
Consumer Defensive | 9.77 | 7.81 |
Technology | 9.74 | 21.35 |
Energy | 8.30 | 7.11 |
Consumer Cyclical | 6.40 | 9.09 |
Utilities | 4.39 | 5.96 |
Basic Materials | 3.64 | 4.83 |
Communication Services | 2.71 | 4.71 |
Real Estate | 1.99 | 3.61 |
Number of long holdings: 130
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.92 | 59.68 | -2.05% | |
ConocoPhillips | US20825C1045 | 2.80 | 117.65 | -0.46% | |
Bank of America | US0605051046 | 2.28 | 39.17 | -1.48% | |
Chevron | US1667641005 | 2.19 | 156.94 | -0.40% | |
BlackRock | US09247X1019 | 2.12 | 784.55 | -1.88% | |
Morgan Stanley | US6174464486 | 2.08 | 98.92 | -1.81% | |
AbbVie | US00287Y1091 | 2.06 | 158.29 | -0.83% | |
UnitedHealth | US91324P1021 | 2.00 | 516.83 | -0.87% | |
Comcast | US20030N1019 | 2.00 | 38.68 | -0.54% | |
J&J | US4781601046 | 1.98 | 149.70 | -2.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.5B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.5B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.5B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.5B | 6.31 | 8.28 | 12.39 | ||
JP Morgan Emerging Markets B Net Ac | 2.37B | 3.92 | -7.10 | 6.72 |
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