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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.210 | 2.210 | 0.000 |
Shares | 97.790 | 97.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.701 | 14.425 |
Price to Book | 2.219 | 1.976 |
Price to Sales | 1.278 | 1.157 |
Price to Cash Flow | 11.109 | 8.757 |
Dividend Yield | 1.947 | 2.217 |
5 Years Earnings Growth | 9.786 | 10.962 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.060 | 17.434 |
Industrials | 15.020 | 16.157 |
Consumer Cyclical | 12.530 | 11.457 |
Technology | 10.480 | 10.743 |
Healthcare | 8.770 | 10.575 |
Real Estate | 8.590 | 7.797 |
Utilities | 7.550 | 7.043 |
Consumer Defensive | 6.150 | 6.883 |
Energy | 5.650 | 6.279 |
Basic Materials | 3.110 | 4.920 |
Communication Services | 2.100 | 3.352 |
Number of long holdings: 100
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.17 | 513.82 | +0.68% | |
Loews | US5404241086 | 2.04 | 89.60 | +0.49% | |
Raymond James Financial | US7547301090 | 1.80 | 149.64 | +0.46% | |
Williams | US9694571004 | 1.78 | 61.48 | +1.64% | |
Cencora Inc | US03073E1055 | 1.71 | 295.69 | +0.69% | |
PG E | US69331C1080 | 1.64 | 13.77 | -0.76% | |
WEC Energy | US92939U1060 | 1.58 | 105.59 | +1.34% | |
Ametek | US0311001004 | 1.47 | 176.70 | +0.01% | |
First Citizens BancShares | US31946M1036 | 1.43 | 1,855.24 | -0.81% | |
Diamondback | US25278X1090 | 1.42 | 144.96 | -2.61% |
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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