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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.40 | 2.40 | 0.00 |
Shares | 97.60 | 97.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.39 | 15.20 |
Price to Book | 1.86 | 2.41 |
Price to Sales | 1.46 | 1.62 |
Price to Cash Flow | 9.88 | 10.08 |
Dividend Yield | 2.63 | 2.62 |
5 Years Earnings Growth | 11.36 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.76 | 20.49 |
Healthcare | 12.50 | 15.36 |
Consumer Cyclical | 11.28 | 6.48 |
Real Estate | 9.75 | 3.61 |
Industrials | 9.53 | 11.90 |
Energy | 8.45 | 8.35 |
Consumer Defensive | 5.84 | 8.47 |
Technology | 4.82 | 12.49 |
Communication Services | 4.61 | 5.50 |
Utilities | 3.13 | 5.03 |
Basic Materials | 2.32 | 3.92 |
Number of long holdings: 129
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.34 | 400.77 | +0.04% | |
Wells Fargo&Co | US9497461015 | 2.59 | 59.91 | +0.13% | |
Capital One Financial | US14040H1059 | 2.34 | 142.38 | +0.40% | |
Bank of America | US0605051046 | 2.03 | 37.24 | +0.98% | |
AbbVie | US00287Y1091 | 1.94 | 163.79 | +1.85% | |
M&T Bank | US55261F1049 | 1.90 | 146.57 | +0.21% | |
Loews | US5404241086 | 1.79 | 76.42 | -0.14% | |
ConocoPhillips | US20825C1045 | 1.78 | 122.25 | 0.00% | |
Chevron | US1667641005 | 1.61 | 160.25 | -0.30% | |
Cencora Inc Common Stock | - | 1.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.01B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.69B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.35B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.48B | 11.22 | 12.03 | 13.57 |
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