tiprankstipranks
Trending News
More News >
Advertisement

CHTRX Mutual Fund Holdings Information

Holdings Count
70
Total Assets
3.65B
Top 10 Percentage
43.44%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
70 Holdings
70 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
8.39%
$302.46M
$3.84T
26.58%
32 Buy
0 Hold
0 Sell
Strong Buy
Nvidia Corporation
7.97%
$287.45M
$5.03T
52.06%
37 Buy
1 Hold
1 Sell
Strong Buy
Alphabet Inc. Class A
4.84%
$174.74M
$3.43T
67.64%
28 Buy
9 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
4.79%
$172.93M
$2.72T
29.74%
41 Buy
0 Hold
0 Sell
Strong Buy
Apple Inc
4.54%
$163.79M
$3.98T
21.19%
20 Buy
12 Hold
2 Sell
Moderate Buy
Meta Platforms, Inc.
3.42%
$123.22M
$1.61T
13.74%
33 Buy
8 Hold
1 Sell
Strong Buy
JPMorgan Chase & Co.
2.99%
$107.81M
$850.64B
40.75%
11 Buy
6 Hold
0 Sell
Moderate Buy
Broadcom Inc.
2.87%
$103.45M
$1.71T
115.10%
27 Buy
2 Hold
0 Sell
Strong Buy
Walmart Inc.
1.85%
$66.71M
$809.96B
23.21%
29 Buy
0 Hold
0 Sell
Strong Buy
Oracle Corporation
1.79%
$64.46M
$735.08B
52.04%
25 Buy
10 Hold
1 Sell
Moderate Buy
Rows:
10

Sector Breakdown

34.60%Technology15.62%Financial9.28%Healthcare9.27%Consumer Cyclical8.35%Communication Services6.73%Consumer Defensive6.44%Industrials3.49%Energy2.88%Utilities1.82%Real Estate1.51%Basic Materials34.60%Technology
Technology
34.60%
Financial
15.62%
Healthcare
9.28%
Consumer Cyclical
9.27%
Communication Services
8.35%
Consumer Defensive
6.73%
Industrials
6.44%
Energy
3.49%
Utilities
2.88%
Real Estate
1.82%
Basic Materials
1.51%

Countries Breakdown

97.04%United States1.09%France0.77%Switzerland97.04%United States
United States
97.04%
France
1.09%
Switzerland
0.77%

Breakdown By Smart Score

11.83%Outperform1037.48%Outperform916.60%Outperform817.69%Neutral76.28%Neutral62.03%Neutral51.37%Neutral44.19%Underperform32.53%Underperform28
The weighted average smart score of the CHTRX Mutual Fund is 8
10
11.83%
9
37.48%
8
16.60%
7
17.69%
6
6.28%
5
2.03%
4
1.37%
3
4.19%
2
2.53%
1
0.00%

CHTRX Mutual Funds FAQ

What are Mutual Funds CHTRX’s top 3 holdings?
CHTRX’s top 3 holdings are MSFT, NVDA, GOOGL.
    What is Mutual Funds CHTRX’s holdings count?
    Mutual Funds CHTRX’s is holdings 70 different assets.
      What are the total assets of Mutual Funds CHTRX?
      Mutual Funds CHTRX’s total assets are 3.65B.
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis
        Advertisement