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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.81 | 99.81 | 0.00 |
Other | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.79 | 27.64 |
Price to Book | 7.57 | 7.20 |
Price to Sales | 4.66 | 4.68 |
Price to Cash Flow | 19.48 | 18.98 |
Dividend Yield | 0.58 | 0.70 |
5 Years Earnings Growth | 16.14 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 41.77 | 40.72 |
Communication Services | 13.43 | 11.99 |
Consumer Cyclical | 11.15 | 13.54 |
Healthcare | 10.97 | 11.48 |
Industrials | 10.23 | 7.03 |
Financial Services | 9.02 | 9.28 |
Energy | 1.69 | 1.45 |
Consumer Defensive | 1.04 | 3.49 |
Basic Materials | 0.46 | 1.72 |
Utilities | 0.23 | 1.17 |
Number of long holdings: 77
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.58 | 134.70 | +3.08% | |
Microsoft | US5949181045 | 8.72 | 436.60 | -0.10% | |
Apple | US0378331005 | 6.26 | 254.49 | +1.88% | |
Amazon.com | US0231351067 | 5.89 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 5.66 | 585.25 | -1.73% | |
Alphabet C | US02079K1079 | 4.51 | 192.96 | +1.72% | |
Broadcom | US11135F1012 | 3.11 | 220.79 | +1.13% | |
Mastercard | US57636Q1040 | 2.80 | 528.03 | +0.91% | |
Eli Lilly | US5324571083 | 2.73 | 767.76 | +1.35% | |
Intuitive Surgical | US46120E6023 | 1.71 | 524.43 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.8B | 34.70 | 11.07 | 17.87 | ||
JPMorgan Large Cap Growth Select | 25.94B | 34.39 | 10.79 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 22.10 | 10.32 | 10.31 | ||
JPMorgan US Equity R6 | 17.67B | 29.10 | 11.71 | 14.03 | ||
JPMorgan Equity Income Select | 15.6B | 21.82 | 10.03 | 10.03 |
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