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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.61 | 2.61 | 0.00 |
Shares | 97.38 | 118.48 | 21.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.74 | 20.66 |
Price to Book | 4.35 | 3.94 |
Price to Sales | 3.45 | 2.64 |
Price to Cash Flow | 13.01 | 13.85 |
Dividend Yield | 1.49 | 1.55 |
5 Years Earnings Growth | 9.83 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.14 | 28.65 |
Consumer Cyclical | 13.56 | 10.34 |
Financial Services | 12.34 | 14.95 |
Industrials | 10.05 | 9.87 |
Communication Services | 9.46 | 8.65 |
Healthcare | 9.25 | 11.81 |
Utilities | 3.07 | 2.67 |
Energy | 2.81 | 3.70 |
Basic Materials | 2.30 | 2.36 |
Real Estate | 2.15 | 2.27 |
Consumer Defensive | 1.88 | 6.21 |
Number of long holdings: 162
Number of short holdings: 121
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.20 | 513.24 | +0.13% | |
NVIDIA | US67066G1040 | 7.94 | 179.27 | +2.14% | |
Amazon.com | US0231351067 | 5.55 | 230.19 | -0.35% | |
Meta Platforms | US30303M1027 | 3.85 | 695.21 | -0.68% | |
Apple | US0378331005 | 3.83 | 209.05 | -1.05% | |
Mastercard | US57636Q1040 | 3.56 | 559.11 | -0.75% | |
Alphabet A | US02079K3059 | 2.33 | 196.53 | +0.40% | |
Wells Fargo&Co | US9497461015 | 2.26 | 81.78 | -1.05% | |
Howmet | US4432011082 | 1.95 | 192.14 | +1.57% | |
Exxon Mobil | US30231G1022 | 1.80 | 111.90 | -0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.88B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.63B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.04B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.66B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.37B | 6.23 | 10.45 | 9.89 |
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