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86 Holdings

86 Holdings as of ―

MSFT

Microsoft

6.56%

$327.92K

―

$3.16T

9.01%

27 Buy

2 Hold

0 Sell

Strong Buy

―

AMZN

Amazon.Com, Inc.

3.98%

$199.08K

―

$2.32T

45.45%

48 Buy

1 Hold

0 Sell

Strong Buy

―

USD_CASH

MFS Institutional Money Market Portfolio

3.25%

$162.68K

―

Mastercard Inc

2.89%

$144.38K

―

$480.15B

22.39%

21 Buy

3 Hold

0 Sell

Strong Buy

―

Colgate-palmolive Company

2.70%

$135.13K

―

$72.35B

9.56%

7 Buy

6 Hold

1 Sell

Moderate Buy

―

CRM

Salesforce.com

2.30%

$115.09K

―

$306.24B

17.89%

32 Buy

7 Hold

2 Sell

Moderate Buy

―

SCHW

Charles Schwab Corp.

2.29%

$114.32K

―

$138.23B

19.01%

9 Buy

6 Hold

1 Sell

Moderate Buy

―

BAC

Bank of America

2.02%

$100.79K

―

$357.86B

46.99%

17 Buy

2 Hold

0 Sell

Strong Buy

―

CDNS

Cadence Design Systems

1.99%

$99.68K

―

$81.98B

8.54%

12 Buy

1 Hold

1 Sell

Strong Buy

―

ADI

Analog Devices, Inc.

1.92%

$96.16K

―

$106.67B

15.96%

12 Buy

6 Hold

0 Sell

Moderate Buy

―

Rows:

Sector Breakdown

Technology

26.98%

Financial

20.41%

Industrials

16.77%

Basic Materials

10.01%

Healthcare

9.96%

Consumer Cyclical

6.29%

Consumer Defensive

3.69%

Energy

2.72%

Communication Services

2.01%

Real Estate

1.16%

Countries Breakdown

United States

90.59%

France

2.81%

Canada

1.85%

Ireland

0.53%

United Kingdom

0.52%

Japan

0.47%

Breakdown By Smart Score

The weighted average smart score of the UIVCX Mutual Fund is 10

10.38%

20.35%

25.54%

12.39%

13.12%

4.49%

7.21%

2.97%

2.89%

0.65%

UIVCX Mutual Funds FAQ

What are Mutual Funds UIVCX’s top 3 holdings?

UIVCX’s top 3 holdings are MSFT, AMZN, USD_CASH.

What is Mutual Funds UIVCX’s holdings count?

Mutual Funds UIVCX’s is holdings 86 different assets.

What are the total assets of Mutual Funds UIVCX?

Mutual Funds UIVCX’s total assets are 5.54M.

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