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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.70 | 0.70 | 0.00 |
Stocks | 99.30 | 99.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.51 | 20.17 |
Price to Book | 4.73 | 3.77 |
Price to Sales | 3.60 | 2.44 |
Price to Cash Flow | 16.63 | 13.77 |
Dividend Yield | 1.29 | 1.60 |
5 Years Earnings Growth | 13.69 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.35 | 27.53 |
Healthcare | 13.38 | 13.51 |
Financial Services | 11.96 | 14.09 |
Consumer Cyclical | 11.37 | 10.05 |
Industrials | 10.47 | 9.84 |
Communication Services | 6.04 | 8.23 |
Energy | 4.89 | 4.31 |
Utilities | 3.20 | 2.56 |
Basic Materials | 2.05 | 2.65 |
Consumer Defensive | 1.24 | 6.34 |
Real Estate | 1.04 | 2.36 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.96 | 428.37 | -1.19% | |
Apple | US0378331005 | 7.95 | 226.91 | +0.19% | |
NVIDIA | US67066G1040 | 6.71 | 121.34 | +4.37% | |
Amazon.com | US0231351067 | 4.45 | 192.70 | -0.61% | |
Alphabet A | US02079K3059 | 3.02 | 162.38 | +0.33% | |
Meta Platforms | US30303M1027 | 2.98 | 562.86 | -0.27% | |
UnitedHealth | US91324P1021 | 2.70 | 573.98 | +0.10% | |
Wells Fargo&Co | US9497461015 | 2.63 | 54.10 | -1.83% | |
Exxon Mobil | US30231G1022 | 2.59 | 117.14 | -0.19% | |
Lowe’s | US5486611073 | 2.56 | 265.40 | +1.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.19B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.7B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 22.96B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.88B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.5B | 13.40 | 6.90 | 9.72 |
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