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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.18 | 2.19 | 0.01 |
Stocks | 97.11 | 97.11 | 0.00 |
Other | 0.70 | 0.75 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 8.64 | 11.55 |
Price to Book | 1.03 | 1.38 |
Price to Sales | 0.60 | 0.94 |
Price to Cash Flow | 3.86 | 6.00 |
Dividend Yield | 5.22 | 3.89 |
5 Years Earnings Growth | 9.86 | 9.66 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 32.61 | 20.26 |
Industrials | 15.89 | 14.32 |
Energy | 11.15 | 7.52 |
Consumer Cyclical | 10.71 | 11.61 |
Basic Materials | 8.93 | 7.79 |
Healthcare | 6.64 | 10.60 |
Communication Services | 5.25 | 6.11 |
Real Estate | 2.88 | 1.81 |
Utilities | 2.83 | 3.42 |
Consumer Defensive | 2.34 | 9.24 |
Technology | 0.78 | 8.51 |
Number of long holdings: 232
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 2.84 | 94.60 | +0.55% | |
Shell | GB00BP6MXD84 | 2.75 | 32.61 | -0.23% | |
TotalEnergies SE | FR0000120271 | 2.05 | 63.86 | -0.37% | |
BHP Group Ltd | AU000000BHP4 | 1.63 | 43.500 | -0.55% | |
HSBC | GB0005405286 | 1.62 | 683.35 | +0.85% | |
Mitsubishi UFJ Financial | JP3902900004 | 1.57 | 1,618.5 | -0.86% | |
Roche Holding Participation | CH0012032048 | 1.53 | 243.00 | +0.58% | |
BP | GB0007980591 | 1.44 | 464.60 | -0.80% | |
Allianz | DE0008404005 | 1.43 | 260.30 | +1.64% | |
Deutsche Telekom AG | DE0005557508 | 1.21 | 22.545 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.9B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.08B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.85B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.29B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.48B | 12.11 | 10.08 | 13.41 |
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