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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.52 | 0.52 | 0.00 |
Shares | 99.48 | 99.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.57 | 15.41 |
Price to Book | 2.98 | 2.46 |
Price to Sales | 2.39 | 1.68 |
Price to Cash Flow | 13.23 | 10.44 |
Dividend Yield | 2.62 | 2.54 |
5 Years Earnings Growth | 9.54 | 9.65 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.32 | 20.25 |
Industrials | 15.72 | 11.72 |
Healthcare | 14.21 | 15.54 |
Technology | 10.17 | 12.65 |
Consumer Defensive | 8.50 | 8.64 |
Energy | 7.35 | 7.94 |
Consumer Cyclical | 7.03 | 6.62 |
Utilities | 4.92 | 5.34 |
Basic Materials | 3.01 | 3.75 |
Communication Services | 2.48 | 5.42 |
Real Estate | 2.28 | 3.78 |
Number of long holdings: 87
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.06 | 599.16 | -1.11% | |
Wells Fargo&Co | US9497461015 | 2.77 | 73.11 | +0.47% | |
Bank of America | US0605051046 | 2.43 | 46.05 | +0.38% | |
ConocoPhillips | US20825C1045 | 2.37 | 112.18 | +0.32% | |
Philip Morris | US7181721090 | 2.09 | 126.93 | +1.35% | |
AbbVie | US00287Y1091 | 2.07 | 170.44 | +0.05% | |
Norfolk Southern | US6558441084 | 2.01 | 264.92 | -1.61% | |
Chevron | US1667641005 | 1.95 | 160.29 | +0.99% | |
Charles Schwab | US8085131055 | 1.93 | 80.57 | +2.96% | |
American Express | US0258161092 | 1.88 | 289.37 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.26B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 25.52B | 26.65 | 8.85 | 17.07 | ||
JPMorgan Equity Income R6 | 23.52B | 15.20 | 6.90 | 9.96 | ||
JPMorgan US Equity R6 | 18.16B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Growth Advantage R6 | 9.9B | 24.26 | 7.18 | 16.86 |
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