SUWZX Mutual Fund

SUWZX Mutual Fund

NAV$40.61
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Showing the top 10 of 98 holdings · as of Aug 31, 2026
Top 10 weight
47.00%
SUWZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple IncInfo Tech · Tech Hardware
9.04%		9.0%1,444,262$457.61MInfo TechTech Hardware
2
MSFT
Microsoft CorpInfo Tech · Software
7.72%		16.8%770,367$390.80MInfo TechSoftware
Sector and industry · Pro
3
NVDA
NVIDIA Corp
6.78%		23.5%1,554,888$343.29M
4
GOOG
Alphabet Inc Class C
5.36%		28.9%808,562$271.20M
5
AMZN
Amazon.com Inc
4.64%		33.5%903,758$234.77M
6
MU
Micron Technology Inc
3.63%		37.2%191,921$184.00M
7
JPM
JPMorgan Chase & Co
3.09%		40.3%438,884$156.25M
8
AMD
Advanced Micro Devices Inc
2.67%		42.9%287,106$135.15M
9
AVGO
Broadcom Inc
2.06%		45.0%281,056$104.09M
10
ABBV
AbbVie Inc.
2.01%		47.0%396,774$101.74M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingPaymentsGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPharmaceuticals

SUWZX Mutual Fund Top Holdings

SUWZX holdings top 10 positions. The top 10 holdings account for 47.0% of the fund, led by Apple Inc at 9.0%, Microsoft Corp at 7.7%, NVIDIA Corp at 6.8%.

SUWZX portfolio concentration is moderate, with the top 10 representing 47.0% of total assets. The largest sector exposure is Information Technology at 40.3%.

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