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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.71 | 0.71 | 0.00 |
Stocks | 99.29 | 99.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.37 | 19.60 |
Price to Book | 4.46 | 3.69 |
Price to Sales | 3.34 | 2.35 |
Price to Cash Flow | 15.24 | 13.52 |
Dividend Yield | 1.40 | 1.62 |
5 Years Earnings Growth | 12.46 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.29 | 26.45 |
Financial Services | 13.50 | 14.22 |
Healthcare | 13.30 | 13.69 |
Consumer Cyclical | 12.07 | 10.24 |
Industrials | 11.64 | 10.17 |
Communication Services | 6.42 | 8.20 |
Energy | 5.05 | 4.48 |
Utilities | 2.79 | 2.49 |
Basic Materials | 1.59 | 2.75 |
Consumer Defensive | 1.45 | 6.54 |
Real Estate | 0.91 | 2.34 |
Number of long holdings: 57
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.88 | 442.85 | +0.41% | |
NVIDIA | US67066G1040 | 6.20 | 128.47 | +2.61% | |
Amazon.com | US0231351067 | 5.27 | 184.19 | -1.44% | |
Apple | US0378331005 | 5.00 | 213.59 | +0.24% | |
Alphabet A | US02079K3059 | 3.39 | 175.99 | -1.01% | |
Meta Platforms | US30303M1027 | 2.99 | 504.81 | -0.79% | |
Wells Fargo&Co | US9497461015 | 2.53 | 57.17 | -0.23% | |
Eaton | IE00B8KQN827 | 2.38 | 323.38 | -1.16% | |
NXP | NL0009538784 | 2.30 | 275.12 | -2.43% | |
Mastercard | US57636Q1040 | 2.23 | 440.84 | -0.49% |
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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