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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 | 14.411 |
Price to Book | 2.219 | 1.979 |
Price to Sales | 1.278 | 1.158 |
Price to Cash Flow | 11.109 | 8.789 |
Dividend Yield | 1.947 | 2.206 |
5 Years Earnings Growth | 9.786 | 11.122 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.060 | 17.483 |
Industrials | 15.020 | 16.100 |
Consumer Cyclical | 12.530 | 11.472 |
Technology | 10.480 | 10.734 |
Healthcare | 8.770 | 10.561 |
Real Estate | 8.590 | 7.835 |
Utilities | 7.550 | 7.032 |
Consumer Defensive | 6.150 | 6.812 |
Energy | 5.650 | 6.324 |
Basic Materials | 3.110 | 4.954 |
Communication Services | 2.100 | 3.323 |
Number of long holdings: 100
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.17 | 510.13 | +0.17% | |
Loews | US5404241086 | 2.04 | 89.66 | +0.41% | |
Raymond James Financial | US7547301090 | 1.80 | 145.42 | -1.06% | |
Williams | US9694571004 | 1.78 | 61.27 | +1.26% | |
Cencora Inc | US03073E1055 | 1.71 | 292.07 | +0.28% | |
PG E | US69331C1080 | 1.64 | 16.65 | -1.36% | |
WEC Energy | US92939U1060 | 1.58 | 107.25 | -0.18% | |
Ametek | US0311001004 | 1.47 | 176.32 | -1.35% | |
First Citizens BancShares | US31946M1036 | 1.43 | 1,799.50 | -2.67% | |
Diamondback | US25278X1090 | 1.42 | 137.59 | +2.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.03B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 27.76B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.51B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.41B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.07B | -0.85 | 6.35 | 9.05 |
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