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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Shares | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.05 | 15.16 |
Price to Book | 2.74 | 2.40 |
Price to Sales | 2.00 | 1.61 |
Price to Cash Flow | 11.65 | 10.05 |
Dividend Yield | 2.89 | 2.63 |
5 Years Earnings Growth | 10.47 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.37 | 20.48 |
Industrials | 15.29 | 11.91 |
Healthcare | 15.13 | 15.36 |
Technology | 9.90 | 12.51 |
Consumer Defensive | 9.64 | 8.47 |
Energy | 8.25 | 8.33 |
Consumer Cyclical | 6.42 | 6.47 |
Utilities | 3.91 | 5.04 |
Basic Materials | 3.52 | 3.91 |
Communication Services | 2.68 | 5.51 |
Real Estate | 1.89 | 3.62 |
Number of long holdings: 89
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.96 | 59.90 | -0.05% | |
ConocoPhillips | US20825C1045 | 2.79 | 130.23 | +0.09% | |
Chevron | US1667641005 | 2.14 | 165.83 | +0.33% | |
Bank of America | US0605051046 | 2.12 | 37.82 | -0.24% | |
AbbVie | US00287Y1091 | 2.04 | 159.62 | -4.58% | |
BlackRock | US09247X1019 | 2.03 | 762.83 | +0.68% | |
Comcast | US20030N1019 | 2.01 | 38.57 | +1.85% | |
UnitedHealth | US91324P1021 | 1.99 | 495.42 | +0.32% | |
Morgan Stanley | US6174464486 | 1.90 | 92.80 | +0.26% | |
Norfolk Southern | US6558441084 | 1.90 | 239.96 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.2B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.15B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.88B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.48B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.51B | 11.22 | 12.03 | 13.57 |
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