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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.050 | 0.050 | 0.000 |
Stocks | 98.840 | 98.840 | 0.000 |
Bonds | 1.110 | 1.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.441 | 15.582 |
Price to Book | 4.468 | 2.683 |
Price to Sales | 2.849 | 1.754 |
Price to Cash Flow | 15.593 | 10.395 |
Dividend Yield | 1.638 | 3.277 |
5 Years Earnings Growth | 10.724 | 9.479 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.750 | 18.855 |
Healthcare | 14.080 | 12.926 |
Industrials | 13.700 | 7.502 |
Financial Services | 12.780 | 16.212 |
Consumer Defensive | 10.810 | 8.521 |
Consumer Cyclical | 9.830 | 9.105 |
Communication Services | 4.950 | 7.530 |
Utilities | 4.810 | 5.168 |
Energy | 3.770 | 7.573 |
Real Estate | 3.080 | 3.131 |
Basic Materials | 2.450 | 4.928 |
Number of long holdings: 135
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 1.71 | - | - | |
Progressive Corp | - | 1.70 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 1.67 | 327.18 | +0.67% | |
Microsoft Corp | - | 1.64 | - | - | |
Meta Platforms Inc Class A | - | 1.59 | - | - | |
Mastercard Inc Class A | - | 1.58 | - | - | |
Intuit Inc | - | 1.55 | - | - | |
AbbVie Inc | - | 1.52 | - | - | |
Visa Inc Class A | - | 1.44 | - | - | |
Exxon Mobil Corp | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 57.89B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 21.8B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.49B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.05B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.16B | 6.63 | 8.17 | 13.14 |
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