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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.26 | 0.26 | 0.00 |
Stocks | 99.65 | 99.65 | 0.00 |
Other | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.28 | 27.83 |
Price to Book | 6.86 | 6.60 |
Price to Sales | 4.20 | 4.16 |
Price to Cash Flow | 18.41 | 18.28 |
Dividend Yield | 0.57 | 0.72 |
5 Years Earnings Growth | 15.78 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 41.77 | 38.58 |
Communication Services | 12.60 | 11.24 |
Healthcare | 11.79 | 12.78 |
Consumer Cyclical | 11.73 | 14.12 |
Industrials | 10.36 | 7.25 |
Financial Services | 8.44 | 9.27 |
Energy | 1.93 | 1.88 |
Consumer Defensive | 1.38 | 3.79 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.57 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 7.67 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 6.34 | 184.30 | -0.38% | |
Apple | US0378331005 | 5.41 | 196.89 | +1.24% | |
Meta Platforms | US30303M1027 | 5.12 | 492.96 | -0.16% | |
Alphabet C | US02079K1079 | 4.58 | 175.95 | -1.35% | |
Mastercard | US57636Q1040 | 3.00 | 449.79 | +0.25% | |
Eli Lilly | US5324571083 | 2.95 | 849.99 | +1.52% | |
Broadcom | US11135F1012 | 2.73 | 1,407.04 | +0.41% | |
Regeneron Pharma | US75886F1075 | 1.85 | 1,002.95 | +0.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.6B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.17B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.75B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.28B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.4B | 12.11 | 10.08 | 13.41 |
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