MWMIX Mutual Fund

MWMIX Mutual Fund

NAV$36.02
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Showing the top 10 of 58 holdings · as of Jul 31, 2026
Top 10 weight
26.04%
MWMIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Lpl HoldingsFinancials · Capital Markets
2.78%		2.8%2,928$1.04MFinancialsCapital Markets
2—Schwab Strategic TFinancials · Capital Markets
2.69%		5.5%9,524$1.00MFinancialsCapital Markets
Sector and industry · Pro
3
VEEV
Veeva Systems Inc., Class A
2.66%		8.1%4,867$991.8K
4
BMY
Bristol-Myers Squibb Co.
2.65%		10.8%15,120$987.5K
5DebtMicrosoft Corp
2.64%		13.4%2,117$983.8K
6
ABNB
Airbnb Inc
2.61%		16.0%6,416$972.2K
7
BFB
Brown-Forman Corp-Class B
2.58%		18.6%33,510$962.7K
8
KVUE
Kenvue Inc
2.51%		21.1%48,618$935.4K
9
MAS
Masco Corp.
2.50%		23.6%13,025$931.0K
10
MDLZ
Mondelez International Inc Com A Npv
2.42%		26.0%14,486$902.6K
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Themes in the top 10
Asset ManagementInvestment TechnologyGlobal BankingMarket InfrastructureDerivatives TradingDigital BankingETF ProvidersCloud ComputingDigital HealthPharmaceuticalsData & AnalyticsArtificial IntelligenceContent DistributionBroadband ServicesCybersecurity

MWMIX Mutual Fund Top Holdings

MWMIX holdings top 10 positions. The top 10 holdings account for 26.0% of the fund, led by Lpl Holdings at 2.8%, Schwab Strategic T at 2.7%, Veeva Systems Inc., Class A at 2.7%.

MWMIX portfolio concentration is well-diversified, with the top 10 representing 26.0% of total assets. The largest sector exposure is Information Technology at 35.5%.

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