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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.48 | 0.00 |
Shares | 99.52 | 99.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.16 | 21.01 |
Price to Book | 4.58 | 4.00 |
Price to Sales | 3.36 | 2.69 |
Price to Cash Flow | 14.70 | 14.08 |
Dividend Yield | 1.37 | 1.53 |
5 Years Earnings Growth | 9.74 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.64 | 29.16 |
Financial Services | 13.37 | 14.87 |
Consumer Cyclical | 11.76 | 10.28 |
Communication Services | 9.38 | 8.76 |
Healthcare | 9.28 | 11.59 |
Industrials | 7.85 | 9.86 |
Consumer Defensive | 4.59 | 6.08 |
Energy | 2.98 | 3.65 |
Utilities | 2.35 | 2.61 |
Basic Materials | 1.94 | 2.36 |
Real Estate | 1.85 | 2.23 |
Number of long holdings: 151
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.99 | 505.72 | -0.79% | |
NVIDIA | US67066G1040 | 7.78 | 175.40 | -0.14% | |
Apple | US0378331005 | 5.70 | 226.01 | -1.97% | |
Amazon.com | US0231351067 | 4.39 | 223.81 | -1.84% | |
Meta Platforms | US30303M1027 | 3.63 | 747.72 | -0.50% | |
Broadcom | US11135F1012 | 2.43 | 291.17 | -1.27% | |
Alphabet A | US02079K3059 | 1.97 | 199.32 | -1.12% | |
Mastercard | US57636Q1040 | 1.69 | 592.68 | +1.22% | |
Tesla | US88160R1014 | 1.59 | 323.90 | -1.64% | |
Visa A | US92826C8394 | 1.57 | 343.93 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.96B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 30.9B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.03B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.52B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.33B | 6.56 | 8.67 | 9.76 |
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