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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.620 | 0.770 | 0.150 |
Stocks | 99.380 | 99.380 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.534 | 20.056 |
Price to Book | 4.659 | 3.713 |
Price to Sales | 3.456 | 2.469 |
Price to Cash Flow | 16.077 | 13.766 |
Dividend Yield | 1.345 | 1.578 |
5 Years Earnings Growth | 12.140 | 11.654 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.020 | 28.082 |
Healthcare | 14.530 | 13.593 |
Financial Services | 13.230 | 14.048 |
Consumer Cyclical | 12.500 | 10.650 |
Industrials | 9.850 | 8.942 |
Communication Services | 6.370 | 8.499 |
Energy | 4.660 | 4.134 |
Utilities | 2.790 | 2.386 |
Basic Materials | 2.670 | 3.009 |
Real Estate | 2.170 | 2.510 |
Consumer Defensive | 1.210 | 5.909 |
Number of long holdings: 59
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.26 | - | - | |
NVIDIA Corp | - | 5.99 | - | - | |
Amazon.com Inc | - | 5.21 | - | - | |
Apple Inc | - | 4.99 | - | - | |
Meta Platforms Inc Class A | - | 3.31 | - | - | |
Alphabet Inc Class A | - | 3.02 | - | - | |
Deere & Co | - | 2.59 | - | - | |
UnitedHealth Group Inc | - | 2.48 | - | - | |
Baker Hughes Co Class A | - | 2.48 | - | - | |
AbbVie Inc | - | 2.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 927.76M | 2.22 | 13.69 | 6.04 | ||
JPM Equity Income C Net Income | 699.07M | 7.22 | 10.06 | 10.08 | ||
GB00B8DB5B19 | 699.07M | 7.15 | 9.96 | 10.11 | ||
JPM US Small Cap Growth C Net Inc | 199.19M | 10.70 | -3.72 | 11.59 |
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