Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.610 | 2.090 | 0.480 |
Stocks | 98.390 | 98.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.919 | 20.598 |
Price to Book | 5.042 | 4.021 |
Price to Sales | 3.977 | 2.755 |
Price to Cash Flow | 17.117 | 14.575 |
Dividend Yield | 1.205 | 1.551 |
5 Years Earnings Growth | 12.070 | 11.852 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.970 | 29.214 |
Financial Services | 14.220 | 15.858 |
Consumer Cyclical | 13.080 | 10.254 |
Healthcare | 11.360 | 12.463 |
Industrials | 9.420 | 8.771 |
Communication Services | 5.780 | 8.378 |
Energy | 5.040 | 3.435 |
Utilities | 4.220 | 2.500 |
Basic Materials | 1.940 | 2.772 |
Consumer Defensive | 1.220 | 5.671 |
Real Estate | 0.750 | 2.299 |
Number of long holdings: 84
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.23 | 430.53 | -1.73% | |
Apple | US0378331005 | 7.41 | 255.59 | -1.32% | |
NVIDIA | US67066G1040 | 7.30 | 137.01 | -2.09% | |
Amazon.com | US0231351067 | 4.71 | 223.75 | -1.45% | |
Meta Platforms | US30303M1027 | 3.23 | 599.81 | -0.59% | |
Baker Hughes | US05722G1004 | 2.93 | 40.80 | -0.20% | |
UnitedHealth | US91324P1021 | 2.82 | 509.99 | -0.23% | |
Wells Fargo&Co | US9497461015 | 2.81 | 71.11 | -0.91% | |
American Express | US0258161092 | 2.55 | 301.05 | -0.97% | |
Lowe’s | US5486611073 | 2.52 | 248.34 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Global Income A Div EUR | 17.7B | 8.00 | 0.19 | 2.14 | ||
JPM Global Income Fund A Mth EUR | 17.7B | 8.00 | 0.18 | - | ||
JPMorgan Global Income D div EUR | 17.7B | 7.67 | -0.16 | 1.79 | ||
JPM Global Income A acc EUR | 17.7B | 8.01 | 0.19 | 2.14 | ||
LU0740858492 | 17.7B | 7.65 | -0.16 | 1.78 |
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