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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.390 | 3.320 | 1.930 |
Shares | 98.590 | 98.590 | 0.000 |
Bonds | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.240 | 21.430 |
Price to Book | 4.811 | 4.090 |
Price to Sales | 4.004 | 2.844 |
Price to Cash Flow | 16.723 | 14.150 |
Dividend Yield | 1.282 | 1.536 |
5 Years Earnings Growth | 9.917 | 10.120 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.620 | 30.125 |
Financial Services | 16.150 | 14.899 |
Consumer Cyclical | 12.570 | 10.567 |
Industrials | 9.330 | 9.065 |
Communication Services | 8.170 | 9.155 |
Healthcare | 8.120 | 11.588 |
Energy | 4.290 | 3.342 |
Utilities | 4.060 | 2.635 |
Consumer Defensive | 3.220 | 5.441 |
Basic Materials | 1.860 | 2.648 |
Real Estate | 0.610 | 2.232 |
Number of long holdings: 81
Number of short holdings: 27
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.04 | 513.24 | +0.13% | |
NVIDIA | US67066G1040 | 6.68 | 179.27 | +2.14% | |
Apple | US0378331005 | 5.67 | 209.05 | -1.05% | |
Amazon.com | US0231351067 | 4.75 | 230.19 | -0.35% | |
Meta Platforms | US30303M1027 | 4.02 | 695.21 | -0.68% | |
Wells Fargo&Co | US9497461015 | 3.39 | 81.78 | -1.05% | |
Broadcom | US11135F1012 | 2.99 | 302.62 | +1.75% | |
Mastercard | US57636Q1040 | 2.66 | 559.11 | -0.75% | |
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 2.59 | - | - | |
Alphabet A | US02079K3059 | 2.53 | 196.53 | +0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 17.02B | 4.15 | 6.55 | 3.15 | ||
JPMorgan GlblIncome C mth GBPHdgd | 17.02B | 4.51 | 7.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 17.02B | 4.16 | 6.54 | 3.15 | ||
JPMorgan GlblIncome C DistGBPHdgd | 17.02B | 4.53 | 7.29 | 3.87 | ||
JPUS Growth Fund I dist GBP | 6.9B | -3.98 | 20.50 | 19.04 |
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