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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.62 | 1.62 | 0.00 |
Shares | 98.38 | 98.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.02 | 19.60 |
Price to Book | 4.50 | 3.69 |
Price to Sales | 3.30 | 2.35 |
Price to Cash Flow | 15.27 | 13.54 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 12.87 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.32 | 26.59 |
Healthcare | 14.70 | 13.75 |
Financial Services | 13.07 | 14.21 |
Consumer Cyclical | 12.63 | 10.30 |
Industrials | 11.04 | 10.15 |
Communication Services | 6.07 | 8.16 |
Energy | 4.44 | 4.38 |
Utilities | 2.85 | 2.39 |
Basic Materials | 2.48 | 2.74 |
Real Estate | 1.96 | 2.38 |
Consumer Defensive | 1.42 | 6.51 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.50 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 5.31 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 5.28 | 179.62 | +3.43% | |
Apple | US0378331005 | 4.91 | 169.30 | -0.35% | |
Meta Platforms | US30303M1027 | 3.46 | 443.29 | +0.43% | |
AbbVie | US00287Y1091 | 2.66 | 159.62 | -4.58% | |
NXP | NL0009538784 | 2.64 | 242.70 | +1.94% | |
UnitedHealth | US91324P1021 | 2.54 | 495.42 | +0.32% | |
Wells Fargo&Co | US9497461015 | 2.54 | 59.90 | -0.05% | |
Alphabet A | US02079K3059 | 2.50 | 171.95 | +10.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.14B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.2B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.48B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.53B | 7.33 | 8.03 | 9.71 | ||
JPMorgan Growth Advantage R6 | 8.34B | 13.95 | 10.33 | 16.79 |
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