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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.190 | 0.190 | 0.000 |
Stocks | 99.820 | 99.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.960 | 13.812 |
Price to Book | 1.522 | 1.761 |
Price to Sales | 1.041 | 1.297 |
Price to Cash Flow | 5.710 | 8.030 |
Dividend Yield | 4.341 | 3.167 |
5 Years Earnings Growth | 7.962 | 9.894 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.880 | 18.247 |
Consumer Cyclical | 13.990 | 10.871 |
Industrials | 12.960 | 16.210 |
Consumer Defensive | 9.520 | 9.407 |
Energy | 7.710 | 5.179 |
Healthcare | 7.230 | 11.143 |
Basic Materials | 7.070 | 7.045 |
Technology | 6.440 | 12.983 |
Utilities | 4.980 | 2.855 |
Communication Services | 4.460 | 5.313 |
Real Estate | 1.760 | 2.251 |
Number of long holdings: 71
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 3.18 | 92.32 | +1.97% | |
Unilever NV | NL0000388619 | 3.09 | - | - | |
Royal Dutch Shell PLC Class A | GB00B03MLX29 | 2.83 | - | - | |
Novo Nordisk A/S B | DK0060534915 | 2.66 | - | - | |
Allianz | DE0008404005 | 2.52 | 265.50 | +0.84% | |
Louis Vuitton | FR0000121014 | 2.50 | 788.40 | -0.08% | |
Vinci | FR0000125486 | 2.50 | 115.60 | +0.43% | |
Rio Tinto PLC | GB0007188757 | 2.45 | 5,605.0 | +0.38% | |
Nestle | CH0038863350 | 2.30 | 95.18 | +1.04% | |
Telenor | NO0010063308 | 2.22 | 126.30 | +0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.87B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.3B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.43B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.55B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.89B | 11.22 | 12.03 | 13.57 |
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