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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.910 | 18.930 | 0.020 |
Stocks | 81.090 | 112.850 | 31.760 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.387 | 16.034 |
Price to Book | 3.793 | 2.529 |
Price to Sales | 2.065 | 1.679 |
Price to Cash Flow | 11.411 | 9.240 |
Dividend Yield | 0.957 | 2.045 |
5 Years Earnings Growth | 11.109 | 11.024 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.210 | 20.502 |
Healthcare | 13.650 | 13.167 |
Utilities | 12.770 | 3.246 |
Consumer Defensive | 11.410 | 6.502 |
Consumer Cyclical | 7.770 | 10.902 |
Industrials | 7.140 | 11.150 |
Communication Services | 6.160 | 8.917 |
Financial Services | 5.880 | 16.003 |
Number of long holdings: 32
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 10.40 | 492.66 | -0.06% | |
PG E | US69331C1080 | 9.32 | 17.57 | +0.23% | |
Fiserv | US3377381088 | 8.10 | 149.16 | -0.01% | |
Berkshire Hathaway B | US0846707026 | 6.08 | 400.77 | +0.04% | |
Alphabet A | US02079K3059 | 5.95 | 167.21 | +0.35% | |
Adobe | US00724F1012 | 5.51 | 486.18 | +2.02% | |
Walmart | US9311421039 | 5.48 | 59.83 | +0.20% | |
NXP | NL0009538784 | 5.41 | 257.85 | +1.41% | |
Constellation Brands A | US21036P1084 | 4.93 | 256.15 | +0.81% | |
Taiwan Semiconductor | US8740391003 | 4.78 | 141.56 | +3.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
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