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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.640 | 1.980 | 0.340 |
Shares | 98.360 | 98.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.511 | 20.318 |
Price to Book | 4.372 | 3.912 |
Price to Sales | 3.382 | 2.704 |
Price to Cash Flow | 15.073 | 13.805 |
Dividend Yield | 1.406 | 1.580 |
5 Years Earnings Growth | 9.406 | 10.597 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.270 | 28.950 |
Financial Services | 15.760 | 15.057 |
Consumer Cyclical | 12.670 | 10.397 |
Healthcare | 12.070 | 12.536 |
Industrials | 9.120 | 8.857 |
Communication Services | 6.290 | 8.834 |
Utilities | 5.160 | 2.695 |
Energy | 4.490 | 3.585 |
Consumer Defensive | 3.320 | 5.795 |
Basic Materials | 2.170 | 2.718 |
Real Estate | 0.670 | 2.287 |
Number of long holdings: 59
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.01 | 460.36 | +0.37% | |
Apple | US0378331005 | 6.75 | 200.85 | +0.45% | |
NVIDIA | US67066G1040 | 5.08 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 4.52 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 3.86 | 647.49 | +0.38% | |
Wells Fargo&Co | US9497461015 | 3.42 | 74.78 | +0.36% | |
Mastercard | US57636Q1040 | 2.86 | 585.60 | +1.35% | |
Broadcom | US11135F1012 | 2.77 | 242.07 | +0.04% | |
Baker Hughes | US05722G1004 | 2.38 | 37.05 | -0.83% | |
McDonald’s | US5801351017 | 2.33 | 313.85 | +0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 16.91B | 7.86 | 0.15 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.91B | 8.62 | 0.85 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.91B | 7.85 | 0.14 | - | ||
JPMorgan GlblIncome C DistGBPHdgd | 16.91B | -0.07 | 2.10 | 3.23 | ||
JPUS Growth Fund I dist GBP | 6.27B | -13.56 | 10.60 | 17.24 |
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