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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.670 | 0.890 | 0.220 |
Shares | 99.330 | 99.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.501 | 20.564 |
Price to Book | 4.714 | 3.811 |
Price to Sales | 3.608 | 2.551 |
Price to Cash Flow | 16.598 | 13.951 |
Dividend Yield | 1.302 | 1.585 |
5 Years Earnings Growth | 13.813 | 11.877 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.910 | 28.180 |
Healthcare | 14.170 | 12.963 |
Financial Services | 12.320 | 16.687 |
Consumer Cyclical | 11.530 | 10.078 |
Industrials | 8.970 | 8.582 |
Communication Services | 6.040 | 8.226 |
Energy | 5.220 | 3.728 |
Utilities | 3.480 | 2.288 |
Basic Materials | 2.050 | 2.859 |
Consumer Defensive | 1.240 | 5.665 |
Real Estate | 1.060 | 2.376 |
Number of long holdings: 53
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.21 | 401.70 | -1.64% | |
Apple | US0378331005 | 7.97 | 220.82 | -0.70% | |
NVIDIA | US67066G1040 | 6.05 | 102.83 | -4.09% | |
Amazon.com | US0231351067 | 4.40 | 171.39 | -3.65% | |
Alphabet A | US02079K3059 | 3.05 | 150.92 | -4.02% | |
Baker Hughes | US05722G1004 | 2.97 | 33.94 | -0.50% | |
Meta Platforms | US30303M1027 | 2.96 | 500.27 | -3.21% | |
UnitedHealth | US91324P1021 | 2.96 | 596.88 | +0.23% | |
Lowe’s | US5486611073 | 2.57 | 243.81 | -0.12% | |
Regeneron Pharma | US75886F1075 | 2.42 | 1,131.50 | -1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 801.59M | 3.18 | 12.11 | 5.52 | ||
JPM Equity Income C Net Income | 735.06M | 12.55 | 8.58 | 10.05 | ||
GB00B8DB5B19 | 735.06M | 10.93 | 8.46 | 9.98 | ||
JPM US Small Cap Growth C Net Inc | 162.55M | 5.78 | -6.22 | 11.66 |
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