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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.680 | 0.680 | 0.000 |
Stocks | 99.320 | 99.320 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.172 | 14.431 |
Price to Book | 2.095 | 1.970 |
Price to Sales | 1.617 | 1.150 |
Price to Cash Flow | 10.359 | 8.719 |
Dividend Yield | 2.243 | 2.286 |
5 Years Earnings Growth | 11.850 | 10.827 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.290 | 17.944 |
Industrials | 17.340 | 17.923 |
Consumer Cyclical | 13.620 | 11.812 |
Real Estate | 10.420 | 7.636 |
Technology | 9.420 | 10.344 |
Utilities | 6.550 | 6.568 |
Healthcare | 5.840 | 9.214 |
Energy | 5.180 | 6.424 |
Consumer Defensive | 4.580 | 6.287 |
Basic Materials | 3.680 | 5.146 |
Communication Services | 2.090 | 3.005 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.11 | 428.31 | +1.49% | |
Cencora Inc Common Stock | - | 1.83 | - | - | |
Loews | US5404241086 | 1.83 | 74.66 | +0.66% | |
Hubbell | US4435106079 | 1.65 | 383.49 | +4.29% | |
CMS Energy | US1258961002 | 1.64 | 59.81 | -0.96% | |
Williams | US9694571004 | 1.62 | 41.55 | +0.44% | |
Diamondback | US25278X1090 | 1.62 | 193.65 | -0.01% | |
ITT | US45073V1089 | 1.62 | 130.00 | +2.22% | |
Raymond James Financial | US7547301090 | 1.58 | 118.81 | +1.31% | |
Ametek | US0311001004 | 1.56 | 173.71 | +0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 59.21B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 21.96B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.96B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.2B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.52B | 12.11 | 10.08 | 13.41 |
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