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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.22 | 1.22 | 0.00 |
Shares | 98.78 | 98.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.32 | 15.64 |
Price to Book | 2.52 | 2.46 |
Price to Sales | 2.00 | 1.68 |
Price to Cash Flow | 11.98 | 10.41 |
Dividend Yield | 2.12 | 2.54 |
5 Years Earnings Growth | 10.62 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.67 | 21.23 |
Healthcare | 15.83 | 15.49 |
Industrials | 14.87 | 11.73 |
Technology | 10.68 | 12.50 |
Energy | 7.63 | 7.52 |
Consumer Defensive | 6.88 | 8.56 |
Consumer Cyclical | 6.73 | 6.81 |
Utilities | 5.55 | 5.34 |
Real Estate | 4.74 | 3.50 |
Communication Services | 4.20 | 5.55 |
Basic Materials | 3.21 | 3.40 |
Number of long holdings: 107
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.44 | 302.40 | +0.57% | |
Exxon Mobil | US30231G1022 | 2.37 | 110.13 | -1.44% | |
AbbVie | US00287Y1091 | 2.19 | 184.76 | +0.54% | |
Wells Fargo&Co | US9497461015 | 2.17 | 78.10 | +1.41% | |
Eaton | IE00B8KQN827 | 2.05 | 336.70 | +1.13% | |
Bank of America | US0605051046 | 2.00 | 47.06 | +1.63% | |
Berkshire Hathaway B | US0846707026 | 1.87 | 490.18 | +0.49% | |
ConocoPhillips | US20825C1045 | 1.84 | 90.76 | -1.04% | |
NextEra Energy | US65339F1012 | 1.83 | 71.06 | +0.47% | |
Travelers | US89417E1091 | 1.63 | 266.09 | -0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.68B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 28.14B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 21.55B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 17.52B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.11B | 2.24 | 6.58 | 9.25 |
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