SEWIX Mutual Fund

NAV$19.49
Showing 10 of 174 holdings(as of Mar 31, 2026)Top 10 Weight: 28.78%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1AVGOBroadcom Inc7.62%11,405$3.53M-433Information TechnologySemiconductors & Semiconductor Equipment
2JPM:USJp Morgan Chase & Co3.20%5,040$1.48M-219FinancialsBanks
3XOMExxon Mobil Corp3.02%8,252$1.40MProProPro
48306:JPMufg Bank Ltd2.68%75,830$1.24MProProPro
5JNJJOHNSON AND JOHNSON2.35%4,449$1.09MProProPro
6HSBA:LNHsbc Holdings Plc Regd V/R /Perp/ 6.500000002.27%63,889$1.05MProProPro
7WMTWalmart Inc Com USD0.12.27%8,456$1.05MProProPro
86758:JPSony Group Corp1.99%44,301$923.3KProProPro
9NOVN:SMNovartis Ag Ordinary Shares1.75%5,277$810.0KProProPro
10CVXCHEVRON CORP1.63%3,654$756.0KProProPro
See the other 164 holdings of SEWIX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

SemiconductorsCloud ComputingNetworking InfrastructureGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyEnergy TransitionEnergy SecurityClean EnergyClimate SolutionsEnvironmental SolutionsPharmaceuticalsMedical Devices

SEWIX Mutual Fund Top Holdings

SEWIX holdings top 10 positions. The top 10 holdings account for 28.8% of the fund, led by Broadcom Inc at 7.6%, Jp Morgan Chase & Co at 3.2%, Exxon Mobil Corp at 3.0%.

SEWIX portfolio concentration is well-diversified, with the top 10 representing 28.8% of total assets. The largest sector exposure is Unknown at 29.9%.

SEWIX sector allocation provides a detailed breakdown. SEWIX overlap tool shows how holdings compare to other funds in your portfolio.