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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.07 | 1.07 | 0.00 |
Shares | 98.85 | 98.85 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.75 | 27.95 |
Price to Book | 7.14 | 6.66 |
Price to Sales | 4.16 | 4.16 |
Price to Cash Flow | 19.40 | 18.49 |
Dividend Yield | 0.53 | 0.71 |
5 Years Earnings Growth | 16.19 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.02 | 38.71 |
Consumer Cyclical | 12.86 | 14.19 |
Communication Services | 12.33 | 11.04 |
Healthcare | 11.77 | 12.87 |
Industrials | 9.45 | 7.18 |
Financial Services | 7.94 | 9.29 |
Energy | 1.61 | 1.87 |
Consumer Defensive | 1.01 | 3.85 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.86 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 6.83 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 6.23 | 186.24 | +0.82% | |
Apple | US0378331005 | 5.84 | 183.36 | +5.97% | |
Meta Platforms | US30303M1027 | 5.73 | 452.05 | +2.35% | |
Alphabet C | US02079K1079 | 3.67 | 169.01 | +0.33% | |
Mastercard | US57636Q1040 | 3.07 | 443.61 | +0.57% | |
Eli Lilly | US5324571083 | 2.51 | 735.54 | -2.69% | |
Broadcom | US11135F1012 | 2.46 | 1,278.11 | +3.19% | |
Regeneron Pharma | US75886F1075 | 1.95 | 957.00 | +2.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.1B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 21.92B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.47B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.3B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.3B | 11.22 | 12.03 | 13.57 |
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