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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.40 | 0.40 | 0.00 |
Shares | 99.60 | 99.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.02 | 20.66 |
Price to Book | 4.52 | 3.94 |
Price to Sales | 3.73 | 2.64 |
Price to Cash Flow | 15.40 | 13.85 |
Dividend Yield | 1.33 | 1.55 |
5 Years Earnings Growth | 9.50 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 28.65 |
Financial Services | 15.97 | 14.95 |
Consumer Cyclical | 12.39 | 10.34 |
Industrials | 10.87 | 9.87 |
Healthcare | 8.20 | 11.81 |
Communication Services | 7.74 | 8.65 |
Utilities | 4.54 | 2.67 |
Energy | 4.19 | 3.70 |
Consumer Defensive | 3.30 | 6.21 |
Basic Materials | 1.99 | 2.36 |
Real Estate | 0.66 | 2.27 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.88 | 533.50 | +3.95% | |
NVIDIA | US67066G1040 | 6.12 | 177.87 | -0.78% | |
Apple | US0378331005 | 6.02 | 207.57 | -0.71% | |
Amazon.com | US0231351067 | 4.75 | 234.11 | +1.70% | |
Meta Platforms | US30303M1027 | 4.17 | 773.43 | +11.25% | |
Wells Fargo&Co | US9497461015 | 3.39 | 80.62 | -1.42% | |
Broadcom | US11135F1012 | 3.17 | 293.70 | -2.95% | |
Mastercard | US57636Q1040 | 2.93 | 566.47 | +1.32% | |
American Express | US0258161092 | 2.43 | 299.31 | -1.35% | |
Alphabet A | US02079K3059 | 2.39 | 191.90 | -2.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.56B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.5B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.02B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.56B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.36B | 6.23 | 10.45 | 9.89 |
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