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Morningstar’s Analysis IVES

There is no Morningstar’s Analysis data available.

Portfolio Holdings IVES

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.22 57M
Technology

Meta Platforms Inc Class A

5.08 55M
Communication Services

Broadcom Inc

4.86 53M
Technology

Amazon.com Inc

4.84 53M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.81 52M
Technology

Advanced Micro Devices Inc

4.80 52M
Technology

NVIDIA Corp

4.77 52M
Technology

Alphabet Inc Class A

4.64 51M
Communication Services

Microsoft Corp

4.64 51M
Technology

Micron Technology Inc

4.59 50M
Technology

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