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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.61 | 3.61 | 0.00 |
Stocks | 96.39 | 96.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.67 | 27.93 |
Price to Book | 9.09 | 6.65 |
Price to Sales | 4.20 | 4.15 |
Price to Cash Flow | 19.13 | 18.47 |
Dividend Yield | 0.44 | 0.72 |
5 Years Earnings Growth | 17.74 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.14 | 38.72 |
Consumer Cyclical | 16.49 | 14.20 |
Communication Services | 14.37 | 11.02 |
Healthcare | 10.30 | 12.87 |
Industrials | 5.81 | 7.18 |
Financial Services | 3.68 | 9.29 |
Consumer Defensive | 1.27 | 3.84 |
Energy | 0.64 | 1.87 |
Basic Materials | 0.29 | 1.90 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.88 | 402.25 | -1.00% | |
Amazon.com | US0231351067 | 7.02 | 180.96 | +0.75% | |
NVIDIA | US67066G1040 | 6.94 | 877.57 | +0.03% | |
Meta Platforms | US30303M1027 | 6.20 | 432.62 | -2.41% | |
Eli Lilly | US5324571083 | 5.21 | 737.20 | +0.50% | |
Apple | US0378331005 | 4.31 | 173.50 | +2.48% | |
Alphabet C | US02079K1079 | 3.49 | 167.90 | -3.33% | |
Netflix | US64110L1061 | 2.86 | 559.49 | -0.31% | |
Broadcom | US11135F1012 | 2.66 | 1,338.62 | -0.41% | |
Mastercard | US57636Q1040 | 2.59 | 457.10 | -1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Equity Income R6 | 22.15B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.88B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.48B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.51B | 11.22 | 12.03 | 13.57 | ||
JPMorgan Growth Advantage R6 | 8.48B | 13.95 | 10.33 | 16.79 |
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