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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.67 | 2.69 | 0.02 |
Stocks | 95.44 | 95.44 | 0.00 |
Other | 1.89 | 2.02 | 0.13 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.17 | 13.84 |
Price to Book | 2.21 | 1.76 |
Price to Sales | 1.71 | 1.30 |
Price to Cash Flow | 9.31 | 8.05 |
Dividend Yield | 2.84 | 3.17 |
5 Years Earnings Growth | 7.45 | 9.88 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.40 | 18.27 |
Industrials | 16.93 | 16.21 |
Technology | 14.54 | 12.97 |
Consumer Cyclical | 12.84 | 10.83 |
Healthcare | 8.87 | 11.15 |
Consumer Defensive | 7.71 | 9.40 |
Basic Materials | 6.68 | 7.05 |
Energy | 6.36 | 5.20 |
Communication Services | 3.90 | 5.32 |
Real Estate | 2.06 | 2.25 |
Utilities | 1.71 | 2.86 |
Number of long holdings: 78
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 3.36 | 853.00 | -0.71% | |
Shell | GB00BP6MXD84 | 2.94 | 32.90 | -0.66% | |
Novo Nordisk B | DK0062498333 | 2.90 | 903.3 | -1.05% | |
Nestle | CH0038863350 | 2.65 | 96.62 | +1.26% | |
Louis Vuitton | FR0000121014 | 2.46 | 783.20 | -0.36% | |
AstraZeneca | GB0009895292 | 2.00 | 12,110.0 | -0.46% | |
BHP Group Ltd | AU000000BHP4 | 1.93 | 44.890 | +0.79% | |
3I Group | GB00B1YW4409 | 1.88 | 2,958.00 | -0.64% | |
UniCredit | IT0005239360 | 1.88 | 36.280 | -0.08% | |
Keyence | JP3236200006 | 1.82 | 72,880.0 | -0.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.98B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.75B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.38B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.81B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 6.63 | 8.17 | 13.14 |
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