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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.640 | 0.840 | 0.200 |
Shares | 99.360 | 99.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.965 | 20.543 |
Price to Book | 4.724 | 3.970 |
Price to Sales | 3.810 | 2.745 |
Price to Cash Flow | 16.344 | 14.167 |
Dividend Yield | 1.291 | 1.561 |
5 Years Earnings Growth | 11.198 | 10.859 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.520 | 28.858 |
Financial Services | 15.870 | 15.053 |
Consumer Cyclical | 12.540 | 10.545 |
Healthcare | 11.310 | 12.660 |
Industrials | 8.770 | 8.738 |
Communication Services | 6.580 | 8.755 |
Energy | 4.720 | 3.605 |
Utilities | 4.380 | 2.648 |
Consumer Defensive | 2.620 | 5.780 |
Basic Materials | 1.750 | 2.731 |
Real Estate | 0.950 | 2.294 |
Number of long holdings: 79
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 394.04 | +0.74% | |
Apple | US0378331005 | 7.59 | 211.21 | +0.51% | |
NVIDIA | US67066G1040 | 6.00 | 109.02 | +0.27% | |
Amazon.com | US0231351067 | 4.37 | 187.39 | -0.17% | |
Meta Platforms | US30303M1027 | 4.03 | 554.44 | +0.85% | |
Wells Fargo&Co | US9497461015 | 3.29 | 71.10 | +2.41% | |
Mastercard | US57636Q1040 | 2.79 | 539.68 | +0.97% | |
Baker Hughes | US05722G1004 | 2.65 | 35.92 | -0.80% | |
Broadcom | US11135F1012 | 2.57 | 191.17 | -0.68% | |
Alphabet A | US02079K3059 | 2.51 | 160.16 | -0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 16.59B | 7.86 | 0.15 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.59B | 8.62 | 0.85 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.59B | 7.85 | 0.14 | - | ||
JPMorgan GlblIncome C DistGBPHdgd | 16.59B | -0.07 | 2.10 | 3.23 | ||
JPUS Growth Fund I dist GBP | 5.87B | -13.56 | 10.60 | 17.24 |
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