SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$27.28
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Showing the top 10 of 92 holdings · as of Jun 30, 2026
Top 10 weight
51.09%
SWHFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
LLY
Eli Lilly & Co.Health Care · Pharmaceuticals
14.59%		14.6%77,841$93.36MHealth CarePharmaceuticals
2
JNJ
Johnson & Johnson -Health Care · Pharmaceuticals
7.15%		21.7%180,261$45.78MHealth CarePharmaceuticals
Sector and industry · Pro
3
ABBV
AbbVie Inc.
6.10%		27.8%155,094$39.03M
4
MRK
Merck & Company Inc
4.94%		32.8%245,830$31.59M
5
UNH
Unitedhealth Group Inc
4.77%		37.5%73,427$30.52M
6
GILD
Gilead Sciences
3.16%		40.7%159,968$20.21M
7
NVS
Novartis Ag Ordinary Shares
3.03%		43.7%124,222$19.41M
8
AMGN
Amgen Inc.
2.64%		46.4%46,621$16.88M
9
MDT
Medtronic Plc Ordinary Shares
2.51%		48.9%205,295$16.06M
10—Stryker Corp 3.375 11/25
2.20%		51.1%44,626$14.05M
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Themes in the top 10
PharmaceuticalsBiotechnologyMedical DevicesImmunologyLife Sciences ToolsSemiconductorsAging PopulationHealth InsuranceManaged CareDigital HealthHealth & WellnessOncologyRobotics & Automation

SWHFX Mutual Fund Top Holdings

SWHFX holdings top 10 positions. The top 10 holdings account for 51.1% of the fund, led by Eli Lilly & Co. at 14.6%, Johnson & Johnson - Common at 7.2%, Abbvie Inc. at 6.1%.

SWHFX portfolio concentration is relatively high, with the top 10 representing 51.1% of total assets. The largest sector exposure is Health Care at 81.6%.

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