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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 0.030 | 0.000 |
Stocks | 99.060 | 99.060 | 0.000 |
Bonds | 0.910 | 0.910 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.030 | 15.622 |
Price to Book | 4.292 | 2.674 |
Price to Sales | 2.750 | 1.735 |
Price to Cash Flow | 14.819 | 10.363 |
Dividend Yield | 1.731 | 3.276 |
5 Years Earnings Growth | 10.376 | 9.335 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.500 | 19.107 |
Healthcare | 13.680 | 12.847 |
Industrials | 13.670 | 7.612 |
Financial Services | 12.750 | 15.721 |
Consumer Defensive | 11.160 | 8.568 |
Consumer Cyclical | 9.860 | 9.055 |
Utilities | 5.260 | 5.236 |
Communication Services | 4.850 | 7.669 |
Energy | 4.050 | 7.707 |
Real Estate | 2.730 | 3.123 |
Basic Materials | 2.480 | 4.821 |
Number of long holdings: 132
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trane Technologies | IE00BK9ZQ967 | 1.79 | 334.12 | -0.54% | |
Progressive | US7433151039 | 1.68 | 209.19 | -0.79% | |
Amazon.com | US0231351067 | 1.62 | 189.08 | +1.60% | |
Microsoft | US5949181045 | 1.58 | 449.78 | +0.92% | |
Intuit | US4612021034 | 1.55 | 632.15 | +2.61% | |
Mastercard | US57636Q1040 | 1.55 | 454.85 | +0.52% | |
Exxon Mobil | US30231G1022 | 1.48 | 110.76 | -0.88% | |
Alphabet A | US02079K3059 | 1.45 | 179.63 | +1.89% | |
Visa A | US92826C8394 | 1.44 | 275.22 | -0.58% | |
Southern | US8425871071 | 1.43 | 78.46 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 61.12B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.03B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.23B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.72B | 12.11 | 10.08 | 13.41 |
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