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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.910 | 18.930 | 0.020 |
Shares | 81.090 | 112.850 | 31.760 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.387 | 16.855 |
Price to Book | 3.793 | 2.767 |
Price to Sales | 2.065 | 1.917 |
Price to Cash Flow | 11.411 | 10.071 |
Dividend Yield | 0.957 | 1.934 |
5 Years Earnings Growth | 11.109 | 10.879 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.210 | 21.999 |
Healthcare | 13.650 | 13.116 |
Utilities | 12.770 | 4.175 |
Consumer Defensive | 11.410 | 4.040 |
Consumer Cyclical | 7.770 | 8.385 |
Industrials | 7.140 | 9.915 |
Communication Services | 6.160 | 9.897 |
Financial Services | 5.880 | 20.842 |
Number of long holdings: 32
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 10.40 | 303.22 | +2.49% | |
PG E | US69331C1080 | 9.32 | 15.64 | -1.82% | |
Fiserv | US3377381088 | 8.10 | 166.71 | +0.80% | |
Berkshire Hathaway B | US0846707026 | 6.08 | 493.53 | +0.98% | |
Alphabet A | US02079K3059 | 5.95 | 173.68 | +3.25% | |
Adobe | US00724F1012 | 5.51 | 416.92 | +0.41% | |
Walmart | US9311421039 | 5.48 | 97.47 | -0.50% | |
NXP | NL0009538784 | 5.41 | 207.68 | +0.38% | |
Constellation Brands A | US21036P1084 | 4.93 | 171.93 | +0.78% | |
Taiwan Semiconductor | US8740391003 | 4.78 | 205.18 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.35B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 28.33B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.73B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.65B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.2B | -0.85 | 6.35 | 9.05 |
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