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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.06 | 2.06 | 0.00 |
Shares | 97.94 | 97.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.71 | 20.17 |
Price to Book | 4.39 | 3.77 |
Price to Sales | 3.23 | 2.44 |
Price to Cash Flow | 15.45 | 13.77 |
Dividend Yield | 1.43 | 1.60 |
5 Years Earnings Growth | 12.45 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 27.53 |
Financial Services | 12.25 | 14.09 |
Healthcare | 11.94 | 13.51 |
Consumer Cyclical | 11.61 | 10.05 |
Communication Services | 8.15 | 8.23 |
Industrials | 7.92 | 9.84 |
Consumer Defensive | 4.75 | 6.34 |
Energy | 3.72 | 4.31 |
Utilities | 2.43 | 2.56 |
Real Estate | 2.13 | 2.36 |
Basic Materials | 2.09 | 2.65 |
Number of long holdings: 162
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.27 | 435.27 | -0.78% | |
Apple | US0378331005 | 7.07 | 228.20 | -0.29% | |
NVIDIA | US67066G1040 | 6.53 | 116.00 | -1.59% | |
Amazon.com | US0231351067 | 4.13 | 191.60 | +0.91% | |
Meta Platforms | US30303M1027 | 2.56 | 561.35 | +0.40% | |
Alphabet A | US02079K3059 | 2.13 | 163.59 | +0.89% | |
Exxon Mobil | US30231G1022 | 1.66 | 115.27 | -0.63% | |
UnitedHealth | US91324P1021 | 1.64 | 575.00 | -0.36% | |
Alphabet C | US02079K1079 | 1.62 | 164.64 | +0.86% | |
Mastercard | US57636Q1040 | 1.53 | 492.74 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.25B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.71B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 22.96B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.94B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.5B | 13.40 | 6.90 | 9.72 |
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