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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.700 | 0.900 | 0.200 |
Stocks | 99.300 | 99.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.858 | 14.471 |
Price to Book | 2.658 | 2.259 |
Price to Sales | 2.178 | 1.342 |
Price to Cash Flow | 12.467 | 9.727 |
Dividend Yield | 2.155 | 2.496 |
5 Years Earnings Growth | 8.859 | 9.347 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.580 | 21.087 |
Healthcare | 14.800 | 16.465 |
Industrials | 12.390 | 10.363 |
Technology | 10.070 | 14.690 |
Consumer Cyclical | 9.930 | 7.830 |
Energy | 7.190 | 7.822 |
Utilities | 4.590 | 4.480 |
Communication Services | 4.260 | 6.931 |
Consumer Defensive | 4.240 | 8.430 |
Basic Materials | 4.160 | 3.890 |
Real Estate | 1.780 | 2.315 |
Number of long holdings: 112
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.37 | 77.50 | -1.44% | |
UnitedHealth | US91324P1021 | 2.70 | 466.42 | -7.17% | |
Bank of America | US0605051046 | 2.51 | 44.81 | -1.08% | |
Berkshire Hathaway B | US0846707026 | 2.46 | 478.74 | -0.64% | |
ConocoPhillips | US20825C1045 | 2.14 | 97.94 | -3.98% | |
Morgan Stanley | US6174464486 | 2.10 | 131.69 | -1.97% | |
Charles Schwab | US8085131055 | 2.10 | 80.44 | -1.70% | |
CSX | US1264081035 | 1.97 | 32.30 | -0.49% | |
Chevron | US1667641005 | 1.96 | 156.92 | -1.18% | |
Lowe’s | US5486611073 | 1.87 | 239.17 | -2.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM Global Income Fund A Mth EUR | 18.08B | 1.80 | 0.38 | - | ||
JPMorgan Global Income D div EUR | 18.08B | 1.78 | 0.04 | 1.72 | ||
JPM Global Income A acc EUR | 18.08B | 1.81 | 0.39 | 2.08 | ||
LU0740858492 | 18.08B | 1.78 | 0.04 | 1.72 | ||
JPMorgan Global Income A Div EUR | 18.08B | 1.81 | 0.39 | 2.08 |
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