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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.73 | 3.73 | 0.00 |
Shares | 96.27 | 96.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.47 | 15.72 |
Price to Book | 2.10 | 2.50 |
Price to Sales | 1.35 | 1.70 |
Price to Cash Flow | 10.80 | 10.58 |
Dividend Yield | 2.32 | 2.51 |
5 Years Earnings Growth | 9.34 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.59 | 21.28 |
Healthcare | 16.22 | 15.41 |
Consumer Cyclical | 11.14 | 6.78 |
Industrials | 9.60 | 11.75 |
Real Estate | 7.94 | 3.51 |
Technology | 7.74 | 12.61 |
Energy | 6.67 | 7.62 |
Consumer Defensive | 4.56 | 8.40 |
Utilities | 3.64 | 5.26 |
Communication Services | 2.36 | 5.56 |
Basic Materials | 1.53 | 3.41 |
Number of long holdings: 132
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.56 | 71.01 | -0.13% | |
Berkshire Hathaway B | US0846707026 | 2.93 | 533.25 | -0.25% | |
AbbVie | US00287Y1091 | 2.06 | 195.10 | +0.82% | |
Capital One Financial | US14040H1059 | 2.01 | 180.26 | -1.54% | |
Bristol-Myers Squibb | US1101221083 | 1.90 | 50.20 | +1.99% | |
M&T Bank | US55261F1049 | 1.77 | 169.76 | -0.09% | |
Bank of America | US0605051046 | 1.69 | 39.88 | -0.28% | |
Chevron | US1667641005 | 1.64 | 136.06 | -2.33% | |
Travelers | US89417E1091 | 1.60 | 264.13 | +0.03% | |
ConocoPhillips | US20825C1045 | 1.55 | 89.12 | -3.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 62.84B | -7.73 | 11.64 | 16.41 | ||
JPMorgan Large Cap Growth Select | 25.4B | -7.78 | 11.37 | 16.11 | ||
JPMorgan Equity Income R6 | 21.01B | 2.82 | 6.13 | 9.67 | ||
JPMorgan US Equity R6 | 16.38B | -5.60 | 8.32 | 12.68 | ||
JPMorgan Equity Income Select | 14.66B | 2.76 | 5.86 | 9.39 |
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