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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.440 | 1.440 | 0.000 |
Shares | 98.560 | 98.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.412 | 28.563 |
Price to Book | 7.140 | 7.266 |
Price to Sales | 4.451 | 4.769 |
Price to Cash Flow | 18.975 | 18.277 |
Dividend Yield | 0.736 | 0.721 |
5 Years Earnings Growth | 17.105 | 12.681 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.410 | 39.918 |
Consumer Cyclical | 13.930 | 14.261 |
Communication Services | 12.700 | 12.859 |
Healthcare | 8.710 | 10.291 |
Financial Services | 6.500 | 9.829 |
Industrials | 4.150 | 7.108 |
Consumer Defensive | 2.920 | 3.588 |
Real Estate | 1.070 | 1.433 |
Basic Materials | 0.960 | 1.638 |
Utilities | 0.830 | 1.204 |
Energy | 0.820 | 1.311 |
Number of long holdings: 94
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.80 | 524.24 | -1.74% | |
NVIDIA | US67066G1040 | 9.15 | 173.72 | -2.33% | |
Apple | US0378331005 | 8.71 | 202.38 | -2.50% | |
Meta Platforms | US30303M1027 | 5.45 | 749.82 | -3.05% | |
Amazon.com | US0231351067 | 5.09 | 214.86 | -8.22% | |
Mastercard | US57636Q1040 | 2.93 | 559.87 | -1.17% | |
Alphabet A | US02079K3059 | 2.85 | 189.13 | -1.44% | |
Alphabet C | US02079K1079 | 2.15 | 189.96 | -1.50% | |
Tesla | US88160R1014 | 1.93 | 302.61 | -1.84% | |
Eli Lilly | US5324571083 | 1.92 | 762.65 | +3.05% |
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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