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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.980 | 0.200 |
Shares | 99.210 | 99.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.092 | 21.143 |
Price to Book | 4.500 | 4.029 |
Price to Sales | 3.801 | 2.809 |
Price to Cash Flow | 15.403 | 13.988 |
Dividend Yield | 1.329 | 1.556 |
5 Years Earnings Growth | 9.604 | 10.074 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.280 | 29.812 |
Financial Services | 16.130 | 14.911 |
Consumer Cyclical | 12.680 | 10.539 |
Industrials | 9.560 | 9.125 |
Healthcare | 8.450 | 11.665 |
Communication Services | 7.710 | 9.110 |
Utilities | 5.060 | 2.647 |
Energy | 4.190 | 3.365 |
Consumer Defensive | 3.300 | 5.624 |
Basic Materials | 1.990 | 2.667 |
Real Estate | 0.660 | 2.239 |
Number of long holdings: 80
Number of short holdings: 27
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.85 | 503.32 | +0.37% | |
NVIDIA | US67066G1040 | 6.17 | 164.92 | +0.50% | |
Apple | US0378331005 | 5.94 | 211.16 | -0.59% | |
Amazon.com | US0231351067 | 4.72 | 225.02 | +1.24% | |
Meta Platforms | US30303M1027 | 4.13 | 717.51 | -1.34% | |
Wells Fargo&Co | US9497461015 | 3.36 | 82.55 | +0.23% | |
Broadcom | US11135F1012 | 3.13 | 274.38 | -0.37% | |
Mastercard | US57636Q1040 | 2.90 | 550.18 | -2.37% | |
American Express | US0258161092 | 2.42 | 319.47 | -1.77% | |
Alphabet A | US02079K3059 | 2.36 | 180.19 | +1.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 14.42B | 4.15 | 6.55 | 3.15 | ||
JPMorgan GlblIncome C mth GBPHdgd | 14.42B | 4.51 | 7.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 14.42B | 4.16 | 6.54 | 3.15 | ||
JPMorgan GlblIncome C DistGBPHdgd | 16.81B | 4.53 | 7.29 | 3.87 | ||
JPUS Growth Fund I dist GBP | 6.69B | -3.98 | 20.50 | 19.04 |
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