UTIII Mutual Fund

UTIII Mutual Fund

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Showing the top 10 of 89 holdings · as of Sep 30, 2026
Top 10 weight
38.60%
UTIII top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MSFT
Microsoft CorpInfo Tech · Software
8.59%		8.6%49,888$25.59MInfo TechSoftware
2
AMZN
Amazon.com IncConsumer Disc. · Internet
6.84%		15.4%81,751$20.37MConsumer Disc.Internet
Sector and industry · Pro
3
AAPL
Apple Inc
5.65%		21.1%50,497$16.82M
4
MRK
Merck & Company Inc
2.87%		23.9%58,866$8.55M
5
CVX
Chevron Corp
2.57%		26.5%37,531$7.66M
6
META
Meta Platforms Inc
2.50%		29.0%10,270$7.45M
7
JNJ
Johnson & Johnson -
2.45%		31.5%27,579$7.30M
8
CVS
Cvs Health Corp
2.41%		33.9%83,773$7.18M
9
C
Citigroup Inc.
2.39%		36.3%54,989$7.12M
10
TSTXX
Blackrock Liquidity Funds T-Fund
2.33%		38.6%6,935,997$6.94M
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Themes in the top 10
Artificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureInternet & DigitalDigital AdvertisingPaymentsSemiconductorsLife Sciences ToolsPharmaceuticalsBiotechnologyAging PopulationEnergy SecurityEnergy Transition

UTIII Mutual Fund Top Holdings

UTIII holdings top 10 positions. The top 10 holdings account for 38.6% of the fund, led by Microsoft Corp at 8.6%, Amazon.Com Inc at 6.8%, Apple Inc at 5.7%.

UTIII portfolio concentration is moderate, with the top 10 representing 38.6% of total assets. The largest sector exposure is Information Technology at 19.7%.

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