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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.490 | 5.910 | 2.420 |
Stocks | 96.450 | 96.450 | 0.000 |
Bonds | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.506 | 30.260 |
Price to Book | 9.091 | 6.461 |
Price to Sales | 4.125 | 4.530 |
Price to Cash Flow | 18.947 | 18.983 |
Dividend Yield | 0.438 | 0.662 |
5 Years Earnings Growth | 17.804 | 14.866 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.040 | 35.658 |
Consumer Cyclical | 16.970 | 13.891 |
Communication Services | 14.830 | 11.506 |
Healthcare | 10.610 | 14.871 |
Industrials | 4.510 | 8.035 |
Financial Services | 3.800 | 10.600 |
Consumer Defensive | 1.270 | 4.584 |
Energy | 0.670 | 2.189 |
Basic Materials | 0.310 | 2.001 |
Number of long holdings: 78
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.76 | 430.16 | +0.74% | |
NVIDIA | US67066G1040 | 7.21 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 7.18 | 180.75 | -0.17% | |
Meta Platforms | US30303M1027 | 6.41 | 478.22 | +2.67% | |
Eli Lilly | US5324571083 | 5.35 | 807.43 | -0.13% | |
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 4.48 | - | - | |
Apple | US0378331005 | 4.47 | 189.98 | +1.66% | |
Alphabet C | US02079K1079 | 3.61 | 176.33 | +0.73% | |
Netflix | US64110L1061 | 2.95 | 646.75 | +1.74% | |
Broadcom | US11135F1012 | 2.75 | 1,407.84 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome C DistGBPHdgd | 16.74B | 8.13 | 1.30 | 3.49 | ||
JPMorgan GlblIncome A mth GBPHdgd | 16.74B | 7.38 | 0.59 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.74B | 8.12 | 1.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.74B | 7.39 | 0.59 | - | ||
JPMorgan InVs US SelectEqC DistGBP | 7.78B | 8.90 | 11.05 | 15.67 |
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