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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.270 | 2.420 | 2.150 |
Stocks | 99.720 | 99.720 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.392 | 19.980 |
Price to Book | 4.463 | 3.696 |
Price to Sales | 3.342 | 2.456 |
Price to Cash Flow | 15.336 | 13.651 |
Dividend Yield | 1.383 | 1.590 |
5 Years Earnings Growth | 11.968 | 11.669 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.820 | 28.025 |
Financial Services | 13.710 | 14.031 |
Healthcare | 13.680 | 13.525 |
Consumer Cyclical | 12.350 | 10.610 |
Industrials | 9.940 | 8.915 |
Communication Services | 6.440 | 8.601 |
Energy | 5.080 | 4.198 |
Utilities | 3.030 | 2.439 |
Basic Materials | 1.600 | 3.022 |
Consumer Defensive | 1.430 | 5.930 |
Real Estate | 0.910 | 2.418 |
Number of long holdings: 57
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.11 | 430.32 | +0.04% | |
NVIDIA | US67066G1040 | 6.25 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 5.41 | 182.15 | +0.77% | |
Apple | US0378331005 | 5.10 | 189.99 | +0.01% | |
Alphabet A | US02079K3059 | 3.43 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 2.98 | 479.92 | +0.36% | |
Baker Hughes | US05722G1004 | 2.75 | 32.41 | +0.12% | |
Eaton | IE00B8KQN827 | 2.43 | 337.35 | -1.04% | |
American Express | US0258161092 | 2.37 | 237.26 | -0.39% | |
Mastercard | US57636Q1040 | 2.24 | 445.08 | -1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 920.88M | 9.34 | 14.67 | 6.49 | ||
JPM Equity Income C Net Income | 725.46M | 5.65 | 8.33 | 9.80 | ||
GB00B8DB5B19 | 725.46M | 5.61 | 8.23 | 9.84 | ||
JPM US Small Cap Growth C Net Inc | 193.93M | 4.08 | -7.52 | 11.87 |
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