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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.320 | 1.400 | 0.080 |
Stocks | 98.670 | 98.680 | 0.010 |
Bonds | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.007 | 20.061 |
Price to Book | 4.626 | 3.721 |
Price to Sales | 3.484 | 2.472 |
Price to Cash Flow | 15.761 | 13.658 |
Dividend Yield | 1.343 | 1.591 |
5 Years Earnings Growth | 11.873 | 11.649 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.940 | 28.317 |
Healthcare | 14.100 | 13.406 |
Financial Services | 12.530 | 13.983 |
Consumer Cyclical | 11.320 | 10.490 |
Industrials | 9.190 | 8.876 |
Communication Services | 6.530 | 8.669 |
Energy | 4.870 | 4.192 |
Utilities | 3.610 | 2.518 |
Basic Materials | 1.640 | 3.017 |
Consumer Defensive | 1.300 | 5.882 |
Real Estate | 0.970 | 2.362 |
Number of long holdings: 83
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.07 | 446.95 | -1.30% | |
NVIDIA | US67066G1040 | 7.29 | 123.50 | -0.40% | |
Apple | US0378331005 | 5.86 | 210.61 | -1.63% | |
Amazon.com | US0231351067 | 4.56 | 193.25 | -2.33% | |
Alphabet A | US02079K3059 | 3.39 | 182.15 | -1.76% | |
Meta Platforms | US30303M1027 | 3.05 | 503.89 | -3.02% | |
Baker Hughes | US05722G1004 | 2.68 | 35.17 | +2.18% | |
UnitedHealth | US91324P1021 | 2.43 | 509.34 | +4.71% | |
NXP | NL0009538784 | 2.27 | 269.10 | +1.54% | |
Regeneron Pharma | US75886F1075 | 2.27 | 1,051.27 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 16.84B | 7.38 | 0.59 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.84B | 8.12 | 1.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.84B | 7.39 | 0.59 | - | ||
JPMorgan GlblIncome C DistGBPHdgd | 16.84B | 2.86 | 0.20 | 3.26 | ||
JPUS Growth Fund I dist GBP | 4.1B | 15.12 | 13.28 | 20.15 |
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