SWDSX Mutual Fund

SWDSX Mutual Fund

NAV$19.46
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Showing the top 10 of 67 holdings · as of Jul 31, 2026
Top 10 weight
32.23%
SWDSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
3.98%		4.0%75,000$26.38MFinancialsBanks
2
MS
Morgan StanleyFinancials · Capital Markets
3.59%		7.6%113,000$23.78MFinancialsCapital Markets
Share changes, sector and industry · Pro
3
AVGO
Broadcom Inc
3.52%		11.1%60,000$23.36M
4—ExxonMobil Holdings Corp Common Stock Usd
3.52%		14.6%150,000$23.32M
5
MSFT
Microsoft Corp
3.29%		17.9%47,000$21.84M
6
KO
Coca Cola Co.
3.24%		21.1%245,000$21.46M
7
PM
Philip Morris International Inc.
3.02%		24.2%105,000$20.04M
8
JNJ
Johnson & Johnson -
2.80%		27.0%72,310$18.54M
9
ABBV
AbbVie Inc.
2.65%		29.6%70,000$17.57M
10
CSCO
Cisco Systems Inc.
2.62%		32.2%150,000$17.40M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyDerivatives TradingSemiconductorsCloud ComputingNetworking InfrastructureArtificial IntelligenceCybersecurityData & AnalyticsEnvironmental SolutionsSustainable MaterialsClimate Solutions

SWDSX Mutual Fund Top Holdings

SWDSX holdings top 10 positions. The top 10 holdings account for 32.2% of the fund, led by Jpmorgan Chase at 4.0%, Morgan Stanley at 3.6%, Broadcom Inc at 3.5%.

SWDSX portfolio concentration is moderate, with the top 10 representing 32.2% of total assets. The largest sector exposure is Information Technology at 18.1%.

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