WIMVX Mutual Fund

WIMVX Mutual Fund

NAV$13.60
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Showing the top 10 of 53 holdings · as of Mar 31, 2026
Top 10 weight
30.94%
WIMVX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GOOG
Alphabet Inc. CComm. Services · Interactive Media
3.77%		3.8%4,268$1.22MComm. ServicesInteractive Media
2
MSFT
Microsoft CorpInfo Tech · Software
3.63%		7.4%3,185$1.18MInfo TechSoftware
Share changes, sector and industry · Pro
3
NVDA
Nvidia Corp.
3.59%		11.0%6,688$1.17M
4—Suncor Energy Inc
3.12%		14.1%15,299$1.01M
5
JPM
JPMorgan Chase
3.10%		17.2%3,424$1.01M
6
DIE
D'Ieteren Group Societe Anonyme
2.87%		20.1%5,029$931.1K
7
SAF
Safran Sa
2.79%		22.9%2,768$905.7K
8
MPWR
Monolithic Power Systems Inc
2.74%		25.6%813$888.9K
9
ATI
Ati Inc
2.72%		28.3%6,079$884.3K
10
AMZN
Amazon.com Inc
2.61%		30.9%4,062$846.0K
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingCybersecurityNetworking InfrastructureSemiconductorsClean EnergyInfrastructureRobotics & AutomationEnvironmental SolutionsGlobal BankingAsset ManagementDigital Banking

WIMVX Mutual Fund Top Holdings

WIMVX holdings top 10 positions. The top 10 holdings account for 30.9% of the fund, led by Alphabet Inc. C at 3.8%, Microsoft Corp at 3.6%, Nvidia Corp. at 3.6%.

WIMVX portfolio concentration is moderate, with the top 10 representing 30.9% of total assets. The largest sector exposure is Information Technology at 25.6%.

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