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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Shares | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.33 | 20.75 |
Price to Book | 4.23 | 3.96 |
Price to Sales | 2.86 | 2.65 |
Price to Cash Flow | 14.45 | 13.91 |
Dividend Yield | 1.48 | 1.55 |
5 Years Earnings Growth | 9.19 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.91 | 28.78 |
Financial Services | 13.93 | 14.94 |
Consumer Cyclical | 10.83 | 10.33 |
Healthcare | 9.62 | 11.76 |
Communication Services | 9.62 | 8.67 |
Industrials | 7.86 | 9.88 |
Consumer Defensive | 5.89 | 6.17 |
Energy | 3.00 | 3.68 |
Utilities | 2.49 | 2.65 |
Real Estate | 2.14 | 2.25 |
Basic Materials | 1.72 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.80 | 533.50 | +3.95% | |
NVIDIA | US67066G1040 | 6.58 | 177.87 | -0.78% | |
Apple | US0378331005 | 6.00 | 207.57 | -0.71% | |
Amazon.com | US0231351067 | 3.84 | 234.11 | +1.70% | |
Meta Platforms | US30303M1027 | 2.82 | 773.44 | +11.25% | |
Broadcom | US11135F1012 | 2.26 | 293.70 | -2.95% | |
Alphabet A | US02079K3059 | 1.99 | 191.90 | -2.36% | |
Tesla | US88160R1014 | 1.93 | 308.27 | -3.38% | |
Berkshire Hathaway B | US0846707026 | 1.84 | 471.88 | -0.87% | |
Alphabet C | US02079K1079 | 1.62 | 192.86 | -2.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.75B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.6B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 21.92B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.48B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.29B | 6.23 | 10.45 | 9.89 |
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