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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.020 | 1.380 | 0.360 |
Stocks | 98.960 | 98.960 | 0.000 |
Bonds | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.910 | 16.951 |
Price to Book | 2.932 | 2.687 |
Price to Sales | 2.579 | 2.028 |
Price to Cash Flow | 13.009 | 10.323 |
Dividend Yield | 2.706 | 2.732 |
5 Years Earnings Growth | 10.251 | 12.453 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.400 | 20.371 |
Financial Services | 15.890 | 18.398 |
Industrials | 10.710 | 13.681 |
Healthcare | 10.500 | 14.029 |
Consumer Cyclical | 9.710 | 12.395 |
Consumer Defensive | 7.590 | 9.115 |
Utilities | 6.640 | 5.957 |
Energy | 5.740 | 9.229 |
Basic Materials | 4.690 | 9.763 |
Communication Services | 4.060 | 8.743 |
Real Estate | 3.080 | 4.582 |
Number of long holdings: 551
Number of short holdings: 142
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.90 | 401.70 | -1.64% | |
Meta Platforms | US30303M1027 | 3.50 | 500.27 | -3.21% | |
UnitedHealth | US91324P1021 | 2.79 | 596.88 | +0.23% | |
Coca-Cola | US1912161007 | 2.53 | 71.14 | -0.04% | |
Taiwan Semicon | TW0002330008 | 2.53 | 902.00 | +1.46% | |
Shin-Etsu Chemical | JP3371200001 | 2.39 | 5,734.0 | -0.90% | |
AbbVie | US00287Y1091 | 2.33 | 193.40 | +0.28% | |
Nestle | CH0038863350 | 2.29 | 87.54 | -1.06% | |
Vinci | FR0000125486 | 2.21 | 109.10 | -0.68% | |
Louis Vuitton | FR0000121014 | 2.18 | 612.00 | -1.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.3B | 14.05 | 9.84 | 15.35 | ||
GB00B88MP089 | 801.59M | 3.18 | 12.11 | 5.52 | ||
GB00B8DB5B19 | 735.06M | 10.93 | 8.46 | 9.98 | ||
JPM US Small Cap Growth C Net Inc | 162.55M | 5.78 | -6.22 | 11.66 |
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