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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.62 | 1.62 | 0.00 |
Shares | 98.38 | 98.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.02 | 19.63 |
Price to Book | 4.50 | 3.70 |
Price to Sales | 3.30 | 2.36 |
Price to Cash Flow | 15.27 | 13.57 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 12.87 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.32 | 26.58 |
Healthcare | 14.70 | 13.75 |
Financial Services | 13.07 | 14.22 |
Consumer Cyclical | 12.63 | 10.29 |
Industrials | 11.04 | 10.15 |
Communication Services | 6.07 | 8.16 |
Energy | 4.44 | 4.38 |
Utilities | 2.85 | 2.39 |
Basic Materials | 2.48 | 2.74 |
Real Estate | 1.96 | 2.38 |
Consumer Defensive | 1.42 | 6.51 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.50 | 412.32 | +0.43% | |
NVIDIA | US67066G1040 | 5.31 | 887.47 | -1.84% | |
Amazon.com | US0231351067 | 5.28 | 189.50 | +0.80% | |
Apple | US0378331005 | 4.91 | 184.57 | +1.00% | |
Meta Platforms | US30303M1027 | 3.46 | 475.42 | +0.60% | |
AbbVie | US00287Y1091 | 2.66 | 160.40 | -0.03% | |
NXP | NL0009538784 | 2.64 | 260.80 | +0.23% | |
UnitedHealth | US91324P1021 | 2.54 | 507.05 | +0.76% | |
Wells Fargo&Co | US9497461015 | 2.54 | 61.30 | +0.69% | |
Alphabet A | US02079K3059 | 2.50 | 169.96 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.87B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.3B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.43B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.55B | 7.33 | 8.03 | 9.71 | ||
JPMorgan Growth Advantage R6 | 8.66B | 13.95 | 10.33 | 16.79 |
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