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SWLGX Mutual Fund Holdings Information

Holdings Count
390
Total Assets
3.10B
Top 10 Percentage
56.49%
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
390 Holdings
390 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
11.26%
$348.91M
$3.45T
1.37%
16 Buy
11 Hold
1 Sell
Moderate Buy
Microsoft
10.59%
$328.15M
$3.77T
21.47%
33 Buy
1 Hold
0 Sell
Strong Buy
Nvidia Corporation
9.19%
$284.77M
$4.23T
45.92%
35 Buy
3 Hold
1 Sell
Strong Buy
Amazon.Com, Inc.
6.29%
$194.86M
$2.44T
28.29%
45 Buy
1 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
3.97%
$123.14M
$1.86T
41.70%
41 Buy
6 Hold
0 Sell
Strong Buy
Alphabet Inc. Class A
3.39%
$105.10M
$2.58T
30.31%
26 Buy
9 Hold
0 Sell
Moderate Buy
Broadcom Inc.
3.27%
$101.22M
$1.40T
82.65%
27 Buy
2 Hold
0 Sell
Strong Buy
Tesla Motors
2.98%
$92.30M
$1.08T
55.93%
13 Buy
14 Hold
8 Sell
Hold
Alphabet Inc. Class C
2.84%
$87.88M
$2.58T
29.33%
13 Buy
1 Hold
0 Sell
Strong Buy
Eli Lilly And Company
2.73%
$84.71M
$693.36B
-23.69%
16 Buy
5 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

47.95%Technology14.62%Consumer Cyclical13.12%Communication Services7.78%Healthcare7.10%Financial3.78%Consumer Defensive3.58%Industrials0.61%Basic Materials0.57%Real Estate0.47%Energy0.24%Utilities0.17%General47.95%Technology
Technology
47.95%
Consumer Cyclical
14.62%
Communication Services
13.12%
Healthcare
7.78%
Financial
7.10%
Consumer Defensive
3.78%
Industrials
3.58%
Basic Materials
0.61%
Real Estate
0.57%
Energy
0.47%
Utilities
0.24%
General
0.17%

Countries Breakdown

99.75%United States99.75%United States
United States
99.75%

Breakdown By Smart Score

19.64%Outperform1026.53%Outperform98.74%Outperform813.59%Neutral76.24%Neutral617.90%Neutral52.69%Neutral43.36%Underperform31.13%Underperform20.18%Underperform17
The weighted average smart score of the SWLGX Mutual Fund is 7
10
19.64%
9
26.53%
8
8.74%
7
13.59%
6
6.24%
5
17.90%
4
2.69%
3
3.36%
2
1.13%
1
0.18%

SWLGX Mutual Funds FAQ

What are Mutual Funds SWLGX’s top 3 holdings?
SWLGX’s top 3 holdings are AAPL, MSFT, NVDA.
    What is Mutual Funds SWLGX’s holdings count?
    Mutual Funds SWLGX’s is holdings 390 different assets.
      What are the total assets of Mutual Funds SWLGX?
      Mutual Funds SWLGX’s total assets are 3.10B.
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