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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.73 | 3.73 | 0.00 |
Stocks | 96.27 | 96.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.75 | 27.99 |
Price to Book | 8.44 | 6.63 |
Price to Sales | 4.31 | 4.18 |
Price to Cash Flow | 19.77 | 18.41 |
Dividend Yield | 0.43 | 0.71 |
5 Years Earnings Growth | 17.85 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.02 | 38.66 |
Consumer Cyclical | 16.30 | 14.13 |
Communication Services | 14.17 | 11.18 |
Healthcare | 10.48 | 12.77 |
Industrials | 6.00 | 7.24 |
Financial Services | 3.85 | 9.28 |
Consumer Defensive | 1.25 | 3.79 |
Energy | 0.69 | 1.86 |
Basic Materials | 0.22 | 1.91 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 10.70 | - | - | |
NVIDIA Corp | - | 7.67 | - | - | |
Amazon.com Inc | - | 6.92 | - | - | |
Meta Platforms Inc Class A | - | 5.94 | - | - | |
Eli Lilly and Co | - | 5.20 | - | - | |
Apple Inc | - | 3.61 | - | - | |
Alphabet Inc Class C | - | 3.57 | - | - | |
Broadcom Inc | - | 2.82 | - | - | |
Netflix Inc | - | 2.78 | - | - | |
Mastercard Inc Class A | - | 2.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Equity Income R6 | 21.8B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.49B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.05B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.16B | 6.63 | 8.17 | 13.14 | ||
JPMorgan Growth Advantage R6 | 8.97B | 8.15 | 6.33 | 16.45 |
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