JPMorgan Equity Income Fund R5 (OIERX) Holdings
- Holdings Count
- 83
- Total Assets
- 43.61B
- Top 10 Percentage
- 27.24%
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
| Name | Market Value | Price & Change | Follow | ||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.Com, Inc. | 5.33% | $2.32B | ― | $2.81T | 6.69% | Strong Buy | $324.88 | ||
| AAPLApple Inc | 3.70% | $1.61B | ― | $5.00T | 26.91% | Moderate Buy | $340.14 | ||
| MSFTMicrosoft | 3.00% | $1.31B | ― | $3.98T | 6.74% | Strong Buy | $632.48 | ||
| JNJJohnson & Johnson | 2.47% | $1.08B | ― | $655.56B | 47.73% | Moderate Buy | $287.88 | ||
| PMPhilip Morris International | 2.30% | $1.00B | ― | $314.07B | 32.01% | Strong Buy | $212.63 | ||
| MSMorgan Stanley | 2.19% | $953.05M | ― | $286.53B | 11.03% | Moderate Buy | $214.36 | ||
| WFCWells Fargo & Company | 2.12% | $923.35M | ― | $254.56B | -2.44% | Moderate Buy | $96.8 | ||
| CCitigroup Inc | 2.10% | $916.48M | ― | $198.69B | 18.05% | Strong Buy | $152.96 | ||
| BACBank of America | 2.06% | $897.08M | ― | $343.35B | -7.26% | Strong Buy | $62.56 | ||
| ETNEaton Corporation | 1.97% | $858.59M | ― | $127.05B | -9.45% | Strong Buy | $503.2 |
Sector Breakdown
- Financial18.82%
- Technology15.20%
- Industrials14.07%
- Healthcare13.78%
- Consumer Cyclical12.43%
- Consumer Defensive6.27%
- Energy4.52%
- Utilities4.40%
- Communication Services3.99%
- Real Estate2.54%
- Basic Materials2.29%
- General1.69%
Countries Breakdown
- United States98.50%
- Canada0.86%
Breakdown By Smart Score
The weighted average smart score of the OIERX Mutual Fund is 8
- 1015.61%
- 918.80%
- 813.99%
- 728.46%
- 611.69%
- 56.72%
- 41.93%
- 32.79%
- 20.00%
- 10.00%
OIERX Mutual Funds FAQ
What are Mutual Funds OIERX’s top 3 holdings?
OIERX’s top 3 holdings are AMZN, AAPL, MSFT.
What is Mutual Funds OIERX’s holdings count?
Mutual Funds OIERX’s is holdings 83 different assets.
What are the total assets of Mutual Funds OIERX?
Mutual Funds OIERX’s total assets are 43.61B.
