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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.020 | 2.020 | 0.000 |
Shares | 97.980 | 97.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.381 | 15.532 |
Price to Book | 2.873 | 2.424 |
Price to Sales | 2.309 | 1.645 |
Price to Cash Flow | 13.140 | 10.243 |
Dividend Yield | 2.275 | 2.601 |
5 Years Earnings Growth | 9.549 | 9.638 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.280 | 20.409 |
Healthcare | 16.050 | 15.356 |
Industrials | 15.150 | 11.744 |
Technology | 9.030 | 12.732 |
Consumer Cyclical | 8.160 | 6.429 |
Energy | 7.990 | 8.361 |
Consumer Defensive | 6.030 | 8.582 |
Basic Materials | 4.530 | 3.779 |
Utilities | 4.180 | 5.186 |
Communication Services | 4.100 | 5.429 |
Real Estate | 1.510 | 3.723 |
Number of long holdings: 92
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.69 | 581.85 | +1.22% | |
Wells Fargo&Co | US9497461015 | 2.63 | 55.90 | -0.87% | |
ConocoPhillips | US20825C1045 | 2.40 | 104.72 | +2.36% | |
Bank of America | US0605051046 | 2.27 | 39.40 | -0.30% | |
Berkshire Hathaway B | US0846707026 | 2.26 | 457.47 | +0.72% | |
Chevron | US1667641005 | 2.07 | 145.49 | +2.46% | |
Exxon Mobil | US30231G1022 | 1.96 | 115.82 | +2.68% | |
CSX | US1264081035 | 1.92 | 34.53 | +1.86% | |
Analog Devices | US0326541051 | 1.86 | 232.05 | -0.18% | |
Charles Schwab | US8085131055 | 1.80 | 64.42 | +0.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.84B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.97B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 22.93B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.23B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.49B | 13.40 | 6.90 | 9.72 |
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