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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.750 | 1.440 | 0.690 |
Shares | 99.250 | 99.250 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.249 | 21.463 |
Price to Book | 4.815 | 4.095 |
Price to Sales | 4.006 | 2.848 |
Price to Cash Flow | 16.711 | 14.171 |
Dividend Yield | 1.282 | 1.534 |
5 Years Earnings Growth | 9.905 | 10.123 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.600 | 30.168 |
Financial Services | 16.080 | 14.894 |
Consumer Cyclical | 12.620 | 10.573 |
Industrials | 9.350 | 9.061 |
Communication Services | 8.140 | 9.166 |
Healthcare | 8.100 | 11.571 |
Energy | 4.270 | 3.332 |
Utilities | 4.140 | 2.631 |
Consumer Defensive | 3.230 | 5.426 |
Basic Materials | 1.860 | 2.642 |
Real Estate | 0.610 | 2.228 |
Number of long holdings: 56
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.12 | 535.57 | +2.19% | |
NVIDIA | US67066G1040 | 6.79 | 180.00 | +3.62% | |
Apple | US0378331005 | 5.74 | 203.35 | +0.48% | |
Amazon.com | US0231351067 | 4.82 | 211.63 | -1.46% | |
Meta Platforms | US30303M1027 | 4.01 | 776.37 | +3.51% | |
Wells Fargo&Co | US9497461015 | 3.36 | 77.58 | -0.26% | |
Broadcom | US11135F1012 | 2.96 | 297.59 | +3.10% | |
Mastercard | US57636Q1040 | 2.66 | 569.81 | +1.77% | |
Alphabet A | US02079K3059 | 2.57 | 195.04 | +3.12% | |
American Express | US0258161092 | 2.54 | 298.59 | +1.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 777.08M | 6.33 | 3.06 | 8.89 | ||
JPM Equity Income C Net Income | 725.54M | 8.86 | 13.89 | 10.30 | ||
GB00B8DB5B19 | 725.54M | 8.87 | 13.84 | 10.31 | ||
JPM US Small Cap Growth C Net Inc | 132.75M | -11.41 | 2.09 | 8.86 |
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