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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.40 | 0.40 | 0.00 |
Shares | 99.60 | 99.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 20.17 |
Price to Book | 4.05 | 3.87 |
Price to Sales | 2.71 | 2.57 |
Price to Cash Flow | 13.84 | 13.63 |
Dividend Yield | 1.54 | 1.58 |
5 Years Earnings Growth | 9.92 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.69 | 28.02 |
Financial Services | 14.04 | 14.98 |
Healthcare | 10.85 | 12.33 |
Consumer Cyclical | 10.38 | 10.35 |
Communication Services | 9.46 | 8.50 |
Industrials | 7.66 | 9.77 |
Consumer Defensive | 6.15 | 6.35 |
Energy | 3.18 | 3.79 |
Utilities | 2.56 | 2.70 |
Real Estate | 2.25 | 2.31 |
Basic Materials | 1.77 | 2.39 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.74 | 201.08 | +0.04% | |
Microsoft | US5949181045 | 6.20 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 5.63 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 3.67 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 2.54 | 733.63 | +1.04% | |
Berkshire Hathaway B | US0846707026 | 2.06 | 485.68 | +0.13% | |
Alphabet A | US02079K3059 | 1.95 | 178.53 | +2.88% | |
Broadcom | US11135F1012 | 1.90 | 269.35 | -0.30% | |
Tesla | US88160R1014 | 1.67 | 323.63 | -0.66% | |
Alphabet C | US02079K1079 | 1.61 | 178.27 | +2.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 70.73B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 29B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 21.77B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 17.9B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.25B | 2.24 | 6.58 | 9.25 |
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