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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.54 | 2.54 | 0.00 |
Stocks | 97.46 | 97.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.02 | 15.35 |
Price to Book | 1.93 | 2.42 |
Price to Sales | 1.52 | 1.63 |
Price to Cash Flow | 10.22 | 10.17 |
Dividend Yield | 2.53 | 2.60 |
5 Years Earnings Growth | 10.08 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.67 | 20.55 |
Healthcare | 12.49 | 15.26 |
Consumer Cyclical | 10.79 | 6.48 |
Real Estate | 9.64 | 3.60 |
Energy | 9.03 | 8.46 |
Industrials | 8.87 | 11.94 |
Consumer Defensive | 6.07 | 8.43 |
Technology | 4.74 | 12.47 |
Communication Services | 4.37 | 5.48 |
Utilities | 3.22 | 5.00 |
Basic Materials | 2.10 | 3.93 |
Number of long holdings: 129
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 3.32 | - | - | |
Wells Fargo & Co | - | 2.62 | - | - | |
Capital One Financial Corp | - | 2.45 | - | - | |
Bank of America | US0605051046 | 2.16 | 39.31 | +0.23% | |
ConocoPhillips | - | 1.95 | - | - | |
AbbVie Inc | - | 1.94 | - | - | |
M&T Bank Corp | - | 1.92 | - | - | |
Loews Corp | - | 1.80 | - | - | |
Chevron Corp | - | 1.62 | - | - | |
The Travelers Companies Inc | - | 1.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.89B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.69B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.4B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.77B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 6.63 | 8.17 | 13.14 |
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