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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.470 | 0.960 | 0.490 |
Shares | 99.530 | 99.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.480 | 16.122 |
Price to Book | 2.813 | 2.669 |
Price to Sales | 2.599 | 2.069 |
Price to Cash Flow | 11.152 | 10.252 |
Dividend Yield | 2.878 | 2.771 |
5 Years Earnings Growth | 8.905 | 12.197 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.550 | 19.881 |
Financial Services | 19.140 | 20.226 |
Industrials | 12.950 | 13.964 |
Consumer Cyclical | 9.450 | 12.387 |
Healthcare | 9.270 | 12.690 |
Communication Services | 8.360 | 9.300 |
Utilities | 7.270 | 5.755 |
Energy | 4.420 | 8.099 |
Consumer Defensive | 4.400 | 8.207 |
Basic Materials | 1.180 | 9.107 |
Number of long holdings: 482
Number of short holdings: 128
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.27 | 463.12 | +0.25% | |
Meta Platforms | US30303M1027 | 3.85 | 667.12 | -0.56% | |
Taiwan Semicon | TW0002330008 | 3.28 | 946.00 | -2.17% | |
Fidelity National Info | US31620M1062 | 2.71 | 80.14 | +1.33% | |
Broadcom | US11135F1012 | 2.45 | 256.92 | +3.30% | |
Southern | US8425871071 | 2.30 | 89.61 | -0.37% | |
Relx | GB00B2B0DG97 | 2.27 | 3,990.00 | -0.35% | |
J&J | US4781601046 | 2.23 | 154.42 | -0.63% | |
McDonald’s | US5801351017 | 2.15 | 312.39 | -0.09% | |
Analog Devices | US0326541051 | 2.04 | 218.40 | +1.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.18B | -13.50 | 6.74 | 13.24 | ||
GB00B88MP089 | 729.68M | 1.99 | -0.68 | 7.23 | ||
JPM Equity Income C Net Income | 704.61M | -0.43 | 7.80 | 9.16 | ||
JPM US Small Cap Growth C Net Inc | 119.89M | -18.02 | -3.50 | 8.14 |
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