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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 0.33 | 0.00 |
Shares | 99.67 | 99.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.41 | 19.98 |
Price to Book | 4.46 | 3.87 |
Price to Sales | 3.41 | 2.56 |
Price to Cash Flow | 15.39 | 13.67 |
Dividend Yield | 1.36 | 1.58 |
5 Years Earnings Growth | 10.04 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.04 | 27.75 |
Financial Services | 15.61 | 15.01 |
Consumer Cyclical | 12.30 | 10.32 |
Healthcare | 12.09 | 12.65 |
Industrials | 10.16 | 9.60 |
Communication Services | 6.43 | 8.43 |
Energy | 5.28 | 3.94 |
Utilities | 4.59 | 2.79 |
Consumer Defensive | 2.92 | 6.33 |
Basic Materials | 1.88 | 2.38 |
Real Estate | 0.71 | 2.32 |
Number of long holdings: 52
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.69 | 458.68 | +0.29% | |
Apple | US0378331005 | 7.33 | 199.95 | -0.23% | |
NVIDIA | US67066G1040 | 5.21 | 139.19 | +3.25% | |
Amazon.com | US0231351067 | 4.43 | 205.70 | +0.48% | |
Meta Platforms | US30303M1027 | 4.06 | 645.05 | +0.23% | |
Wells Fargo&Co | US9497461015 | 3.27 | 74.51 | +1.06% | |
Baker Hughes | US05722G1004 | 2.89 | 37.36 | +1.85% | |
Mastercard | US57636Q1040 | 2.87 | 577.78 | +0.32% | |
UnitedHealth | US91324P1021 | 2.74 | 298.17 | +0.02% | |
Broadcom | US11135F1012 | 2.44 | 241.97 | +1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.45B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 25.63B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.08B | -0.77 | 6.61 | 9.34 | ||
JPMorgan Equity Income Select | 14.71B | -0.85 | 6.35 | 9.05 | ||
JPMorgan Growth Advantage R6 | 8.71B | -8.37 | 14.00 | 15.63 |
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