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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.610 | 2.090 | 0.480 |
Stocks | 98.390 | 98.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.919 | 20.729 |
Price to Book | 5.042 | 4.042 |
Price to Sales | 3.977 | 2.771 |
Price to Cash Flow | 17.117 | 14.676 |
Dividend Yield | 1.205 | 1.542 |
5 Years Earnings Growth | 12.070 | 11.607 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.970 | 29.167 |
Financial Services | 14.220 | 15.969 |
Consumer Cyclical | 13.080 | 10.315 |
Healthcare | 11.360 | 12.372 |
Industrials | 9.420 | 8.759 |
Communication Services | 5.780 | 8.375 |
Energy | 5.040 | 3.447 |
Utilities | 4.220 | 2.503 |
Basic Materials | 1.940 | 2.789 |
Consumer Defensive | 1.220 | 5.635 |
Real Estate | 0.750 | 2.279 |
Number of long holdings: 84
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.23 | 418.95 | -1.32% | |
Apple | US0378331005 | 7.41 | 236.85 | -2.41% | |
NVIDIA | US67066G1040 | 7.30 | 135.91 | -3.00% | |
Amazon.com | US0231351067 | 4.71 | 218.94 | -1.44% | |
Meta Platforms | US30303M1027 | 3.23 | 615.86 | +0.84% | |
Baker Hughes | US05722G1004 | 2.93 | 43.26 | -0.41% | |
UnitedHealth | US91324P1021 | 2.82 | 520.69 | -0.73% | |
Wells Fargo&Co | US9497461015 | 2.81 | 69.96 | -2.25% | |
American Express | US0258161092 | 2.55 | 293.30 | -3.15% | |
Lowe’s | US5486611073 | 2.52 | 247.90 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 14.91B | 9.33 | 1.45 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 14.91B | 10.05 | 2.16 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 14.91B | 9.33 | 1.45 | - | ||
JPMorgan GlblIncome C DistGBPHdgd | 17.79B | 10.05 | 2.16 | 3.69 | ||
JPUS Growth Fund I dist GBP | 5.95B | 33.79 | 11.93 | 19.94 |
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