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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.38 | 0.38 | 0.00 |
Stocks | 99.62 | 99.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.45 | 19.65 |
Price to Book | 4.65 | 3.70 |
Price to Sales | 3.41 | 2.36 |
Price to Cash Flow | 15.94 | 13.57 |
Dividend Yield | 1.36 | 1.61 |
5 Years Earnings Growth | 12.60 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.55 | 26.48 |
Healthcare | 14.09 | 13.69 |
Financial Services | 13.23 | 14.24 |
Consumer Cyclical | 12.27 | 10.25 |
Industrials | 11.47 | 10.19 |
Communication Services | 6.27 | 8.20 |
Energy | 4.84 | 4.46 |
Basic Materials | 2.66 | 2.75 |
Utilities | 2.59 | 2.44 |
Real Estate | 1.83 | 2.35 |
Consumer Defensive | 1.20 | 6.53 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.20 | - | - | |
NVIDIA Corp | - | 5.97 | - | - | |
Amazon.com Inc | - | 5.21 | - | - | |
Apple Inc | - | 4.94 | - | - | |
Meta Platforms Inc Class A | - | 3.24 | - | - | |
Alphabet Inc Class A | - | 3.01 | - | - | |
Wells Fargo & Co | - | 2.56 | - | - | |
AbbVie Inc | - | 2.41 | - | - | |
Deere & Co | - | 2.32 | - | - | |
UnitedHealth Group Inc | - | 2.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.89B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.32B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.12B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.44B | 3.94 | 5.42 | 9.34 | ||
JPMorgan Growth Advantage R6 | 8.83B | 8.15 | 6.33 | 16.45 |
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