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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.47 | 0.47 | 0.00 |
Shares | 99.53 | 99.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.44 | 15.28 |
Price to Book | 2.77 | 2.41 |
Price to Sales | 2.02 | 1.62 |
Price to Cash Flow | 11.77 | 10.12 |
Dividend Yield | 2.93 | 2.62 |
5 Years Earnings Growth | 9.38 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.09 | 20.54 |
Industrials | 14.78 | 11.92 |
Healthcare | 14.06 | 15.25 |
Technology | 9.92 | 12.44 |
Consumer Defensive | 9.90 | 8.47 |
Energy | 9.32 | 8.52 |
Consumer Cyclical | 5.92 | 6.46 |
Utilities | 4.40 | 5.05 |
Basic Materials | 3.42 | 3.94 |
Communication Services | 2.46 | 5.46 |
Real Estate | 1.73 | 3.57 |
Number of long holdings: 90
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.03 | 58.32 | +1.02% | |
ConocoPhillips | US20825C1045 | 2.91 | 111.64 | -0.50% | |
Chevron | US1667641005 | 2.39 | 156.12 | +0.12% | |
Bank of America | US0605051046 | 2.16 | 39.78 | +0.80% | |
Charles Schwab | US8085131055 | 2.04 | 74.50 | +0.33% | |
Exxon Mobil | US30231G1022 | 2.04 | 113.27 | -0.61% | |
Morgan Stanley | US6174464486 | 1.99 | 97.05 | +0.21% | |
Analog Devices | US0326541051 | 1.95 | 235.95 | -0.62% | |
UnitedHealth | US91324P1021 | 1.93 | 495.05 | -1.37% | |
American Express | US0258161092 | 1.89 | 232.52 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.67B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.22B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.7B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.33B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.44B | 12.11 | 10.08 | 13.41 |
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