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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.47 | 0.47 | 0.00 |
Stocks | 99.53 | 99.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.58 | 15.31 |
Price to Book | 2.84 | 2.42 |
Price to Sales | 2.08 | 1.63 |
Price to Cash Flow | 12.07 | 10.15 |
Dividend Yield | 2.80 | 2.61 |
5 Years Earnings Growth | 9.29 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.66 | 20.51 |
Industrials | 15.49 | 11.94 |
Healthcare | 14.80 | 15.31 |
Technology | 9.76 | 12.48 |
Consumer Defensive | 9.46 | 8.43 |
Energy | 8.72 | 8.40 |
Consumer Cyclical | 6.23 | 6.48 |
Utilities | 3.95 | 5.00 |
Basic Materials | 3.48 | 3.93 |
Communication Services | 2.61 | 5.50 |
Real Estate | 1.83 | 3.61 |
Number of long holdings: 89
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 3.03 | - | - | |
Wells Fargo & Co | - | 2.86 | - | - | |
Bank of America | US0605051046 | 2.14 | 38.45 | +0.43% | |
Chevron Corp | - | 2.13 | - | - | |
BlackRock Inc | - | 2.00 | - | - | |
Morgan Stanley | - | 1.99 | - | - | |
AbbVie Inc | - | 1.97 | - | - | |
Comcast Corp Class A | - | 1.94 | - | - | |
Exxon Mobil Corp | - | 1.93 | - | - | |
Charles Schwab Corp | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.83B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.48B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.45B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.66B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 15.97B | 6.63 | 8.17 | 13.14 |
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