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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.04 | 3.04 | 0.00 |
Stocks | 96.96 | 96.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.98 | 27.83 |
Price to Book | 7.89 | 6.60 |
Price to Sales | 4.11 | 4.16 |
Price to Cash Flow | 18.52 | 18.28 |
Dividend Yield | 0.47 | 0.72 |
5 Years Earnings Growth | 16.72 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.17 | 38.58 |
Consumer Cyclical | 16.97 | 14.12 |
Communication Services | 14.92 | 11.24 |
Healthcare | 10.43 | 12.78 |
Industrials | 6.56 | 7.25 |
Financial Services | 3.71 | 9.27 |
Consumer Defensive | 1.21 | 3.79 |
Energy | 0.71 | 1.88 |
Basic Materials | 0.33 | 1.90 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.35 | 427.87 | +0.95% | |
NVIDIA | US67066G1040 | 7.66 | 121.79 | +0.74% | |
Amazon.com | US0231351067 | 7.02 | 187.06 | +1.50% | |
Meta Platforms | US30303M1027 | 5.50 | 502.60 | +1.96% | |
Eli Lilly | US5324571083 | 5.46 | 865.00 | +1.77% | |
Alphabet C | US02079K1079 | 4.80 | 176.63 | +0.50% | |
Apple | US0378331005 | 3.75 | 193.12 | -1.91% | |
Broadcom | US11135F1012 | 2.89 | 1,441.38 | +2.47% | |
Netflix | US64110L1061 | 2.64 | 644.50 | +0.47% | |
Mastercard | US57636Q1040 | 2.49 | 449.25 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Equity Income R6 | 22.13B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.25B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.38B | 12.11 | 10.08 | 13.41 | ||
JPMorgan Growth Advantage R6 | 9.03B | 14.15 | 8.92 | 16.73 |
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