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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 2.33 | 0.00 |
Shares | 97.67 | 97.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 19.98 |
Price to Book | 4.14 | 3.86 |
Price to Sales | 3.07 | 2.55 |
Price to Cash Flow | 13.82 | 13.63 |
Dividend Yield | 1.49 | 1.58 |
5 Years Earnings Growth | 9.81 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.00 | 27.80 |
Financial Services | 13.94 | 15.00 |
Consumer Cyclical | 11.87 | 10.32 |
Healthcare | 10.75 | 12.61 |
Communication Services | 8.83 | 8.44 |
Industrials | 7.91 | 9.63 |
Consumer Defensive | 4.87 | 6.35 |
Energy | 3.18 | 3.89 |
Utilities | 2.55 | 2.78 |
Real Estate | 2.14 | 2.33 |
Basic Materials | 1.95 | 2.38 |
Number of long holdings: 159
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.02 | 470.38 | +0.58% | |
Apple | US0378331005 | 6.48 | 203.92 | +1.64% | |
NVIDIA | US67066G1040 | 5.96 | 141.72 | +1.24% | |
Amazon.com | US0231351067 | 4.05 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 2.96 | 697.71 | +1.91% | |
Alphabet A | US02079K3059 | 1.95 | 173.68 | +3.25% | |
Broadcom | US11135F1012 | 1.86 | 246.93 | -5.00% | |
Berkshire Hathaway B | US0846707026 | 1.80 | 493.53 | +0.98% | |
Mastercard | US57636Q1040 | 1.74 | 590.12 | +0.80% | |
Visa A | US92826C8394 | 1.67 | 370.22 | +0.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.35B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 28.33B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.73B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.65B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.2B | -0.85 | 6.35 | 9.05 |
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