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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.47 | 0.47 | 0.00 |
Stocks | 99.53 | 99.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.44 | 15.25 |
Price to Book | 2.77 | 2.41 |
Price to Sales | 2.02 | 1.62 |
Price to Cash Flow | 11.77 | 10.08 |
Dividend Yield | 2.93 | 2.63 |
5 Years Earnings Growth | 9.38 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.09 | 20.53 |
Industrials | 14.78 | 11.93 |
Healthcare | 14.06 | 15.23 |
Technology | 9.92 | 12.41 |
Consumer Defensive | 9.90 | 8.49 |
Energy | 9.32 | 8.57 |
Consumer Cyclical | 5.92 | 6.45 |
Utilities | 4.40 | 5.04 |
Basic Materials | 3.42 | 3.92 |
Communication Services | 2.46 | 5.44 |
Real Estate | 1.73 | 3.57 |
Number of long holdings: 90
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.03 | 58.36 | +1.09% | |
ConocoPhillips | US20825C1045 | 2.91 | 112.00 | -0.18% | |
Chevron | US1667641005 | 2.39 | 156.08 | +0.10% | |
Bank of America | US0605051046 | 2.16 | 39.78 | +0.20% | |
Charles Schwab | US8085131055 | 2.04 | 73.93 | -0.43% | |
Exxon Mobil | US30231G1022 | 2.04 | 112.75 | -1.07% | |
Morgan Stanley | US6174464486 | 1.99 | 97.14 | +0.30% | |
Analog Devices | US0326541051 | 1.95 | 234.77 | -1.11% | |
UnitedHealth | US91324P1021 | 1.93 | 490.69 | -2.24% | |
American Express | US0258161092 | 1.89 | 232.67 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.13B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.25B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.38B | 12.11 | 10.08 | 13.41 |
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