Morningstar’s Analysis SWP

There is no Morningstar’s Analysis data available.

Portfolio Holdings SWP

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.42 8M
Technology

Apple Inc

4.43 7M
Technology

Broadcom Inc

4.11 6M
Technology

Alphabet Inc Class A

3.71 6M
Communication Services

International Business Machines Corp

3.48 5M
Technology

Meta Platforms Inc Class A

3.29 5M
Communication Services

Philip Morris International Inc

2.86 4M
Consumer Defensive

Prologis Inc

2.77 4M
Real Estate

United Rentals Inc

2.69 4M
Industrials

JPMorgan Chase & Co

2.67 4M
Financial Services

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