UDPSX Mutual Fund

NAV$84.55
Showing 10 of 41 holdings(as of Jan 31, 2026)Top 10 Weight: 50.82%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1GSGoldman Sachs & Co8.93%4,055$3.79M••••••••••••••••••••••
2-Societe' Generale 3.55 , 2/02/2026 2026-02-026.97%-$2.96M••••••••••••••••••••••
3CATCaterpillar Inc6.28%4,055$2.67M••••••••••••••••••••••
4-Natwest Markets Plc 3.53 , 2/02/2026 2026-02-025.58%-$2.37M••••••••••••••••••••••
5-Hsbc Securities (Usa), Inc. 3.55 , 2/02/2026 2026-02-025.36%-$2.28M••••••••••••••••••••••
6MSFTMicrosoft Corp4.11%4,055$1.74M••••••••••••••••••••••
7HDHome Depot Inc3.58%4,055$1.52M••••••••••••••••••••••
8SHWSherwin Williams Co/the3.39%4,055$1.44M••••••••••••••••••••••
9AXPAmerican Express Co.3.36%4,054$1.43M••••••••••••••••••••••
10AMGNAmgen Inc.3.26%4,055$1.39M••••••••••••••••••••••
Want to see all 41 holdings?View All HoldingsPRO

Top Holdings Themes

Global BankingAsset ManagementMarket InfrastructureDerivatives TradingInvestment TechnologyEmerging TechData & AnalyticsNetworking InfrastructureArtificial IntelligenceCloud ComputingCybersecurityValue RetailConsumer SpendingSupply ChainManufacturing

UDPSX Mutual Fund Top Holdings

UDPSX holdings top 10 positions. The top 10 holdings account for 50.8% of the fund, led by Goldman Sachs & Co at 8.9%, Societe' Generale 3.55 , 2/02/2026 2026-02-02 at 7.0%, Caterpillar Inc at 6.3%.

UDPSX portfolio concentration is relatively high, with the top 10 representing 50.8% of total assets. The largest sector exposure is Other at 20.6%.

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