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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 | 23.28 | 21.06 |
Price to Book | 4.45 | 4.01 |
Price to Sales | 3.00 | 2.70 |
Price to Cash Flow | 15.20 | 14.11 |
Dividend Yield | 1.41 | 1.53 |
5 Years Earnings Growth | 9.44 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.36 | 29.26 |
Financial Services | 13.67 | 14.85 |
Consumer Cyclical | 10.54 | 10.31 |
Communication Services | 9.79 | 8.78 |
Healthcare | 9.33 | 11.50 |
Industrials | 7.75 | 9.88 |
Consumer Defensive | 5.49 | 6.04 |
Energy | 2.97 | 3.66 |
Utilities | 2.39 | 2.62 |
Real Estate | 2.04 | 2.22 |
Basic Materials | 1.66 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.32 | 174.18 | -3.32% | |
Microsoft | US5949181045 | 7.02 | 506.69 | -0.58% | |
Apple | US0378331005 | 5.82 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 3.94 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 3.04 | 738.70 | -1.65% | |
Broadcom | US11135F1012 | 2.46 | 297.39 | -3.65% | |
Alphabet A | US02079K3059 | 1.95 | 212.91 | +0.60% | |
Berkshire Hathaway B | US0846707026 | 1.69 | 502.98 | +0.62% | |
Tesla | US88160R1014 | 1.69 | 333.87 | -3.50% | |
Alphabet C | US02079K1079 | 1.58 | 213.53 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 75.42B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.54B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.23B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.78B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.5B | 6.56 | 8.67 | 9.76 |
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