LBWCX Mutual Fund

LBWCX Mutual Fund

NAV$24.64
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Showing the top 10 of 222 holdings · as of Mar 31, 2026
Top 10 weight
28.20%
LBWCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
XOM
Exxon Mobil Corp.Energy · Oil & Gas
4.96%		5.0%29,900$5.07MEnergyOil & Gas
2
JPM
JPMorgan ChaseFinancials · Banks
4.81%		9.8%16,702$4.91MFinancialsBanks
Share changes, sector and industry · Pro
3
JNJ
Johnson & Johnson -
3.95%		13.7%16,500$4.03M
4
BAC
Bank Of America Corp.
2.57%		16.3%53,800$2.62M
5
MS
Morgan Stanley
2.13%		18.4%13,200$2.17M
6—Goldman Sachs & Co
2.12%		20.5%2,560$2.17M
7
DIS
Walt Disney Co
2.06%		22.6%21,900$2.11M
8
WFC
Wells Fargo & Co.
1.97%		24.6%25,300$2.01M
9
VZ
Verizon Communic
1.84%		26.4%37,500$1.88M
10
T
AT&T Inc.
1.79%		28.2%63,200$1.83M
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Themes in the top 10
Energy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPharmaceuticalsMedical DevicesDerivatives TradingSupply ChainInfrastructure

LBWCX Mutual Fund Top Holdings

LBWCX holdings top 10 positions. The top 10 holdings account for 28.2% of the fund, led by Exxon Mobil Corp. at 5.0%, Jpmorgan Chase at 4.8%, Johnson & Johnson - Common at 4.0%.

LBWCX portfolio concentration is well-diversified, with the top 10 representing 28.2% of total assets. The largest sector exposure is Financials at 25.4%.

LBWCX sectors provide a detailed breakdown. LBWCX overlap shows how holdings compare to other funds in your portfolio.