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GATEX Mutual Fund Holdings Information

Holdings Count
204
Total Assets
6.73B
Top 10 Percentage
36.15%
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
204 Holdings
204 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
6.98%
$461.04M
$3.20T
-4.71%
13 Buy
10 Hold
1 Sell
Moderate Buy
Microsoft
6.02%
$397.39M
$3.76T
13.58%
31 Buy
3 Hold
0 Sell
Strong Buy
Nvidia Corporation
5.56%
$367.52M
$4.08T
36.25%
34 Buy
3 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
3.90%
$257.34M
$2.41T
22.03%
44 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
2.74%
$180.95M
$1.77T
44.22%
41 Buy
4 Hold
0 Sell
Strong Buy
Alphabet Inc. Class C
2.73%
$180.18M
$2.25T
4.11%
12 Buy
1 Hold
0 Sell
Strong Buy
Berkshire Hathaway B
2.58%
$170.64M
$1.03T
10.17%
1 Buy
0 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
2.02%
$133.76M
$809.91B
38.56%
11 Buy
5 Hold
2 Sell
Moderate Buy
Visa Inc.
1.94%
$128.44M
$682.31B
32.88%
23 Buy
3 Hold
0 Sell
Strong Buy
Broadcom Inc.
1.68%
$110.68M
$1.31T
70.11%
28 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

29.43%Technology14.19%Financial11.67%Consumer Cyclical11.60%Healthcare9.86%Communication Services9.03%Industrials4.69%Consumer Defensive3.86%Energy2.29%Utilities1.72%Basic Materials1.42%Real Estate0.14%General0.10%Consumer Goods29.43%Technology
Technology
29.43%
Financial
14.19%
Consumer Cyclical
11.67%
Healthcare
11.60%
Communication Services
9.86%
Industrials
9.03%
Consumer Defensive
4.69%
Energy
3.86%
Utilities
2.29%
Basic Materials
1.72%
Real Estate
1.42%
General
0.14%
Consumer Goods
0.10%

Countries Breakdown

99.14%United States0.37%Canada0.01%Italy99.14%United States
United States
99.14%
Canada
0.37%
Italy
0.01%

Breakdown By Smart Score

8.87%Outperform1016.67%Outperform917.40%Outperform831.40%Neutral711.42%Neutral65.22%Neutral51.87%Neutral43.92%Underperform32.69%Underperform20.54%Underperform17
The weighted average smart score of the GATEX Mutual Fund is 7
10
8.87%
9
16.67%
8
17.40%
7
31.40%
6
11.42%
5
5.22%
4
1.87%
3
3.92%
2
2.69%
1
0.54%

GATEX Mutual Funds FAQ

What are Mutual Funds GATEX’s top 3 holdings?
GATEX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds GATEX’s holdings count?
    Mutual Funds GATEX’s is holdings 204 different assets.
      What are the total assets of Mutual Funds GATEX?
      Mutual Funds GATEX’s total assets are 6.73B.
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