UTTLI Mutual Fund

UTTLI Mutual Fund

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Showing the top 10 of 92 holdings · as of Jul 31, 2026
Top 10 weight
37.15%
UTTLI top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
7.50%		7.5%85,757$23.29MConsumer Disc.Internet
2
MSFT
Microsoft CorpInfo Tech · Software
7.16%		14.7%47,843$22.23MInfo TechSoftware
Share changes, sector and industry · Pro
3
AAPL
Apple, Inc
5.08%		19.7%51,050$15.77M
4
CVS
Cvs Health Corp.
3.12%		22.9%92,885$9.70M
5
C
Citigroup Inc.
2.64%		25.5%62,230$8.20M
6
BAX
Baxter International Inc.
2.44%		27.9%289,672$7.58M
7
WFC
Wells Fargo & Co.
2.35%		30.3%84,503$7.31M
8
UNH
Unitedhealth Group Inc
2.31%		32.6%17,345$7.19M
9
JNJ
Johnson & Johnson -
2.29%		34.9%27,770$7.12M
10—British American Tobacco Plc (adr)
2.26%		37.2%115,494$7.00M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsManaged CareHealth InsurancePharmaceuticalsGlobal BankingDigital BankingLending & Credit

UTTLI Mutual Fund Top Holdings

UTTLI holdings top 10 positions. The top 10 holdings account for 37.2% of the fund, led by Amazon.Com Inc at 7.5%, Microsoft Corp at 7.2%, Apple, Inc at 5.1%.

UTTLI portfolio concentration is moderate, with the top 10 representing 37.2% of total assets. The largest sector exposure is Financials at 17.6%.

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