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WBAIX
Balanced Fund - Institutional Class
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

WBAIX Mutual Fund Holdings Information

Holdings Count
209
Total Assets
234.09M
Top 10 Percentage
20.77%
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
209 Holdings
209 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares
2.52%
$5.88M
―
―
―
―
―
BRK.B
Berkshire Hathaway B
2.35%
$5.49M
―
$1.01T
29.87%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
DHR
Danaher Corporation
2.24%
$5.25M
―
$166.73B
7.00%
11 Buy
5 Hold
0 Sell
Moderate Buy
―
AON
Aon Plc
2.10%
$4.92M
―
$82.00B
16.61%
3 Buy
8 Hold
1 Sell
Hold
―
TMO
Thermo Fisher Scientific
2.07%
$4.84M
―
$194.74B
6.31%
16 Buy
3 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
1.98%
$4.63M
―
$476.78B
25.33%
21 Buy
4 Hold
0 Sell
Strong Buy
―
ADI
Analog Devices, Inc.
1.95%
$4.57M
―
$104.48B
16.42%
10 Buy
5 Hold
0 Sell
Moderate Buy
―
V
Visa Inc.
1.91%
$4.46M
―
$612.40B
21.87%
22 Buy
3 Hold
0 Sell
Strong Buy
―
ACN
Accenture Plc
1.85%
$4.32M
―
$221.17B
8.12%
12 Buy
8 Hold
0 Sell
Moderate Buy
―
VMC
Vulcan Materials Company
1.81%
$4.23M
―
$36.71B
32.39%
7 Buy
3 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

43.69%United States43.69%United States
United States
43.69%

Breakdown By Smart Score

Currently, no data available

WBAIX Mutual Funds FAQ

What are Mutual Funds WBAIX’s top 3 holdings?
WBAIX’s top 3 holdings are USD_CASH, BRK.B, DHR.
    What is Mutual Funds WBAIX’s holdings count?
    Mutual Funds WBAIX’s is holdings 209 different assets.
      What are the total assets of Mutual Funds WBAIX?
      Mutual Funds WBAIX’s total assets are 234.09M.

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