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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.51 | 2.51 | 0.00 |
Shares | 97.43 | 97.43 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.74 | 14.33 |
Price to Book | 1.51 | 1.84 |
Price to Sales | 0.88 | 1.46 |
Price to Cash Flow | 5.84 | 8.64 |
Dividend Yield | 3.88 | 3.18 |
5 Years Earnings Growth | 6.89 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.47 | 20.74 |
Industrials | 16.32 | 16.68 |
Healthcare | 15.19 | 10.63 |
Technology | 11.19 | 12.80 |
Consumer Cyclical | 10.12 | 9.84 |
Consumer Defensive | 9.22 | 8.58 |
Basic Materials | 7.74 | 6.62 |
Communication Services | 6.69 | 6.23 |
Utilities | 3.97 | 3.08 |
Real Estate | 1.56 | 2.26 |
Energy | 1.52 | 4.27 |
Number of long holdings: 195
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 2.91 | 74.79 | -0.15% | |
Roche Holding Participation | CH0012032048 | 2.54 | 259.80 | -0.46% | |
Novartis | CH0012005267 | 2.12 | 101.02 | -0.51% | |
BHP Group Ltd | AU000000BHP4 | 1.82 | 43.190 | +0.42% | |
Sanofi | FR0000120578 | 1.67 | 84.85 | -0.60% | |
Rio Tinto PLC | GB0007188757 | 1.66 | 4,647.6 | +0.22% | |
Allianz | DE0008404005 | 1.56 | 359.75 | -0.51% | |
Toyota Motor | JP3633400001 | 1.51 | 2,873.0 | -1.58% | |
Novo Nordisk A/S B | DK0060534915 | 1.50 | - | - | |
Schneider Electric | FR0000121972 | 1.45 | 211.35 | -1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.86B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.29B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.18B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.72B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.48B | 6.56 | 8.67 | 9.76 |
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