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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.420 | 1.420 | 0.000 |
Shares | 98.580 | 98.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.490 | 19.981 |
Price to Book | 4.759 | 3.859 |
Price to Sales | 3.924 | 2.554 |
Price to Cash Flow | 16.683 | 13.629 |
Dividend Yield | 1.255 | 1.580 |
5 Years Earnings Growth | 10.647 | 10.898 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.650 | 27.797 |
Financial Services | 14.240 | 15.004 |
Consumer Cyclical | 12.470 | 10.318 |
Healthcare | 10.090 | 12.610 |
Industrials | 9.860 | 9.625 |
Communication Services | 6.390 | 8.442 |
Energy | 4.850 | 3.888 |
Utilities | 3.530 | 2.778 |
Basic Materials | 1.910 | 2.382 |
Consumer Defensive | 1.200 | 6.347 |
Real Estate | 0.800 | 2.330 |
Number of long holdings: 52
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.49 | 472.75 | +0.50% | |
Apple | US0378331005 | 8.00 | 201.45 | -1.21% | |
NVIDIA | US67066G1040 | 7.20 | 142.57 | +0.60% | |
Amazon.com | US0231351067 | 4.78 | 216.98 | +1.60% | |
Meta Platforms | US30303M1027 | 3.53 | 694.08 | -0.52% | |
Wells Fargo&Co | US9497461015 | 3.05 | 76.46 | +0.17% | |
Alphabet A | US02079K3059 | 2.77 | 176.09 | +1.51% | |
Broadcom | US11135F1012 | 2.76 | 244.28 | -1.07% | |
Baker Hughes | US05722G1004 | 2.57 | 38.33 | +1.13% | |
Mastercard | US57636Q1040 | 2.54 | 584.33 | -0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.35B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 28.33B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.73B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.65B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.2B | -0.85 | 6.35 | 9.05 |
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