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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.13 | 1.13 | 0.00 |
Shares | 98.87 | 98.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.58 | 29.37 |
Price to Book | 4.31 | 7.45 |
Price to Sales | 2.96 | 4.93 |
Price to Cash Flow | 13.98 | 18.78 |
Dividend Yield | 1.49 | 0.71 |
5 Years Earnings Growth | 11.41 | 12.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.14 | 40.76 |
Healthcare | 14.99 | 9.99 |
Financial Services | 13.36 | 9.63 |
Consumer Cyclical | 9.36 | 14.09 |
Communication Services | 8.53 | 12.77 |
Industrials | 7.70 | 7.14 |
Energy | 6.33 | 1.28 |
Consumer Defensive | 5.48 | 3.48 |
Basic Materials | 2.91 | 1.59 |
Utilities | 2.20 | 1.24 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.28 | 506.92 | -0.53% | |
UnitedHealth | US91324P1021 | 6.42 | 309.80 | +2.48% | |
Amazon.com | US0231351067 | 5.17 | 229.05 | -1.10% | |
Apple | US0378331005 | 4.67 | 232.14 | -0.18% | |
Mastercard | US57636Q1040 | 4.32 | 595.77 | +0.90% | |
NVIDIA | US67066G1040 | 3.98 | 174.16 | -3.34% | |
Meta Platforms | US30303M1027 | 3.57 | 738.85 | -1.63% | |
ConocoPhillips | US20825C1045 | 3.29 | 98.97 | +0.53% | |
Exxon Mobil | US30231G1022 | 2.97 | 114.29 | +0.83% | |
Linde PLC | IE000S9YS762 | 2.88 | 410.000 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.93B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.31B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.2B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.69B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.48B | 6.56 | 8.67 | 9.76 |
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