LBWCX Mutual Fund

LBWCX Mutual Fund

NAV$23.47
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Showing the top 10 of 226 holdings · as of Aug 31, 2026
Top 10 weight
28.80%
LBWCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
4.48%		4.5%15,100$5.38MFinancialsBanks
2
XOM
Exxon Mobil Corp.Energy · Oil & Gas
3.65%		8.1%27,200$4.38MEnergyOil & Gas
Sector and industry · Pro
3
MSFT
Microsoft Corp
3.41%		11.5%8,050$4.08M
4
AAPL
Apple, Inc
3.12%		14.7%11,800$3.74M
5
MRK
Merck & Company Inc
2.90%		17.6%23,500$3.47M
6
AMZN
Amazon.com Inc
2.43%		20.0%11,200$2.91M
7
MS
Morgan Stanley
2.40%		22.4%13,500$2.88M
8
GS
The Goldman Sachs Group Inc
2.28%		24.7%2,660$2.73M
9—Bank of America Corp.:
2.11%		26.8%40,900$2.53M
10
DIS
Walt Disney Co
2.02%		28.8%22,500$2.42M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnergy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsArtificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking Infrastructure

LBWCX Mutual Fund Top Holdings

LBWCX holdings top 10 positions. The top 10 holdings account for 28.8% of the fund, led by Jpmorgan Chase at 4.5%, Exxon Mobil Corp. at 3.6%, Microsoft Corp at 3.4%.

LBWCX portfolio concentration is well-diversified, with the top 10 representing 28.8% of total assets. The largest sector exposure is Financials at 29.7%.

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