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SWLGX Mutual Fund Holdings Information

Compare
Holdings Count
393
Total Assets
2.90B
Top 10 Percentage
59.37%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
393 Holdings
393 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
11.91%
$345.73M
$3.63T
34.61%
18 Buy
11 Hold
4 Sell
Moderate Buy
Nvidia Corporation
11.27%
$327.07M
$3.05T
51.82%
38 Buy
3 Hold
0 Sell
Strong Buy
Microsoft
10.96%
$318.14M
$2.95T
-4.45%
28 Buy
3 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
6.28%
$182.23M
$2.25T
19.11%
47 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
4.51%
$131.03M
$1.69T
33.03%
44 Buy
3 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
3.64%
$105.77M
$2.09T
24.16%
26 Buy
11 Hold
0 Sell
Moderate Buy
Alphabet Inc. Class C
3.08%
$89.43M
$2.09T
24.72%
9 Buy
2 Hold
0 Sell
Strong Buy
Broadcom Inc.
2.80%
$81.34M
$934.80B
42.53%
24 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
2.52%
$73.14M
$942.38B
44.58%
13 Buy
12 Hold
10 Sell
Hold
Eli Lilly And Company
2.41%
$69.98M
$872.91B
17.71%
17 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

49.66%Technology15.40%Consumer Cyclical13.17%Communication Services7.49%Healthcare6.25%Financial3.97%Industrials2.06%Consumer Defensive0.61%Basic Materials0.56%Real Estate0.45%Energy0.23%Utilities0.15%General49.66%Technology
Technology
49.66%
Consumer Cyclical
15.40%
Communication Services
13.17%
Healthcare
7.49%
Financial
6.25%
Industrials
3.97%
Consumer Defensive
2.06%
Basic Materials
0.61%
Real Estate
0.56%
Energy
0.45%
Utilities
0.23%
General
0.15%

Countries Breakdown

99.40%United States99.40%United States
United States
99.40%

Breakdown By Smart Score

20.89%Outperform1028.70%Outperform912.61%Outperform824.73%Neutral74.13%Neutral62.67%Neutral52.24%Neutral41.10%Underperform32.71%Underperform20.22%Underperform18
The weighted average smart score of the SWLGX Mutual Fund is 8
10
20.89%
9
28.70%
8
12.61%
7
24.73%
6
4.13%
5
2.67%
4
2.24%
3
1.10%
2
2.71%
1
0.22%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are AAPL, NVDA, MSFT.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 393 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 2.90B.
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