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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.98 | 1.98 | 0.00 |
Shares | 98.02 | 98.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.60 | 16.03 |
Price to Book | 2.07 | 2.50 |
Price to Sales | 1.34 | 1.72 |
Price to Cash Flow | 9.98 | 10.48 |
Dividend Yield | 2.35 | 2.50 |
5 Years Earnings Growth | 8.43 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.73 | 21.43 |
Healthcare | 15.77 | 14.75 |
Consumer Cyclical | 10.91 | 7.00 |
Industrials | 9.58 | 11.92 |
Technology | 7.89 | 13.13 |
Real Estate | 7.45 | 3.40 |
Energy | 6.23 | 7.41 |
Consumer Defensive | 5.19 | 8.29 |
Communication Services | 3.80 | 5.77 |
Utilities | 2.93 | 5.23 |
Basic Materials | 1.52 | 3.38 |
Number of long holdings: 125
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.66 | 77.05 | -0.72% | |
Berkshire Hathaway B | US0846707026 | 2.48 | 461.47 | -1.59% | |
Capital One Financial | US14040H1059 | 1.96 | 207.29 | -2.63% | |
AbbVie | US00287Y1091 | 1.95 | 198.86 | +1.30% | |
M&T Bank | US55261F1049 | 1.88 | 183.74 | -0.95% | |
Bank of America | US0605051046 | 1.82 | 44.92 | -1.10% | |
Philip Morris | US7181721090 | 1.64 | 168.17 | +0.71% | |
Bristol-Myers Squibb | US1101221083 | 1.57 | 45.36 | +1.20% | |
Chevron | US1667641005 | 1.54 | 153.16 | +0.25% | |
ConocoPhillips | US20825C1045 | 1.49 | 92.60 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.34B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 30.95B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 21.59B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.29B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.01B | 6.56 | 8.67 | 9.76 |
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