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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 1.42 | 0.00 |
Stocks | 98.58 | 98.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.17 | 20.40 |
Price to Book | 4.73 | 3.80 |
Price to Sales | 3.64 | 2.48 |
Price to Cash Flow | 16.74 | 13.91 |
Dividend Yield | 1.27 | 1.59 |
5 Years Earnings Growth | 15.36 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.95 | 27.62 |
Healthcare | 13.83 | 13.61 |
Financial Services | 11.93 | 14.10 |
Consumer Cyclical | 11.72 | 9.99 |
Industrials | 10.47 | 9.75 |
Communication Services | 6.05 | 8.17 |
Energy | 4.64 | 4.17 |
Utilities | 3.35 | 2.61 |
Basic Materials | 1.80 | 2.62 |
Consumer Defensive | 1.21 | 6.41 |
Real Estate | 1.04 | 2.38 |
Number of long holdings: 54
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.72 | 431.28 | +1.54% | |
Apple | US0378331005 | 7.83 | 232.10 | +0.66% | |
NVIDIA | US67066G1040 | 6.80 | 143.35 | +2.10% | |
Amazon.com | US0231351067 | 4.23 | 190.25 | +2.08% | |
Meta Platforms | US30303M1027 | 3.24 | 578.43 | +1.88% | |
UnitedHealth | US91324P1021 | 2.85 | 570.50 | +1.73% | |
Alphabet A | US02079K3059 | 2.72 | 165.54 | +1.73% | |
Wells Fargo&Co | US9497461015 | 2.64 | 65.71 | +0.42% | |
Exxon Mobil | US30231G1022 | 2.57 | 119.87 | +0.23% | |
Mastercard | US57636Q1040 | 2.55 | 512.28 | +0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.19B | 27.39 | 11.64 | 17.81 | ||
JPMorgan Large Cap Growth Select | 24.42B | 27.15 | 11.36 | 17.50 | ||
JPMorgan Equity Income R6 | 23.22B | 15.08 | 8.94 | 10.28 | ||
JPMorgan US Equity R6 | 17.61B | 22.75 | 12.52 | 14.00 | ||
JPMorgan Equity Income Select | 16.7B | 14.87 | 8.67 | 10.00 |
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