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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 0.98 | 0.00 |
Shares | 99.02 | 99.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.02 | 19.61 |
Price to Book | 4.06 | 3.68 |
Price to Sales | 2.79 | 2.35 |
Price to Cash Flow | 14.43 | 13.51 |
Dividend Yield | 1.48 | 1.62 |
5 Years Earnings Growth | 11.83 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.81 | 26.45 |
Financial Services | 12.49 | 14.22 |
Healthcare | 12.32 | 13.69 |
Consumer Cyclical | 11.80 | 10.21 |
Communication Services | 8.42 | 8.21 |
Industrials | 8.23 | 10.18 |
Consumer Defensive | 5.22 | 6.54 |
Energy | 4.18 | 4.48 |
Utilities | 2.40 | 2.51 |
Basic Materials | 2.19 | 2.74 |
Real Estate | 1.94 | 2.33 |
Number of long holdings: 173
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 442.57 | +0.22% | |
Apple | US0378331005 | 5.94 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 5.48 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 4.28 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 2.52 | 504.16 | +0.11% | |
Alphabet A | US02079K3059 | 2.28 | 176.79 | +0.93% | |
Exxon Mobil | US30231G1022 | 1.76 | 109.11 | -0.85% | |
Alphabet C | US02079K1079 | 1.71 | 178.37 | +0.92% | |
Mastercard | US57636Q1040 | 1.58 | 444.63 | -0.08% | |
Berkshire Hathaway B | US0846707026 | 1.38 | 405.54 | -0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 60.79B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 21.78B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.57B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.07B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.71B | 12.11 | 10.08 | 13.41 |
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