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CWMAX Mutual Fund Holdings Information

Holdings Count
190
Total Assets
201.63B
Top 10 Percentage
31.49%
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
190 Holdings
190 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Broadcom Inc.
7.71%
$15.51B
$1.67T
104.70%
27 Buy
2 Hold
0 Sell
Strong Buy
Microsoft
6.72%
$13.51B
$3.89T
22.30%
33 Buy
0 Hold
0 Sell
Strong Buy
Philip Morris International
3.38%
$6.79B
$245.35B
21.38%
9 Buy
1 Hold
0 Sell
Strong Buy
USD_CASH
CAPITAL GROUP CENTRAL CASH FUND
3.01%
$6.06B
Nvidia Corporation
2.08%
$4.19B
$4.53T
31.60%
35 Buy
1 Hold
1 Sell
Strong Buy
Marsh & Mclennan
1.94%
$3.90B
$91.39B
-15.71%
5 Buy
12 Hold
0 Sell
Moderate Buy
Eli Lilly And Company
1.75%
$3.52B
$781.25B
-7.53%
18 Buy
4 Hold
0 Sell
Strong Buy
JPMorgan Chase & Co.
1.66%
$3.33B
$826.14B
35.14%
11 Buy
6 Hold
0 Sell
Moderate Buy
Rtx Corporation
1.64%
$3.30B
$239.53B
42.74%
9 Buy
3 Hold
0 Sell
Strong Buy
Meta Platforms, Inc.
1.59%
$3.19B
$1.85T
28.80%
40 Buy
6 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

24.48%Technology19.17%Financial11.32%Industrials11.09%Healthcare8.57%Consumer Defensive7.38%Consumer Cyclical5.03%Communication Services4.26%Utilities3.78%Energy2.48%Basic Materials2.45%Real Estate24.48%Technology
Technology
24.48%
Financial
19.17%
Industrials
11.32%
Healthcare
11.09%
Consumer Defensive
8.57%
Consumer Cyclical
7.38%
Communication Services
5.03%
Utilities
4.26%
Energy
3.78%
Basic Materials
2.48%
Real Estate
2.45%

Countries Breakdown

94.60%United States1.49%Canada94.60%United States
United States
94.60%
Canada
1.49%

Breakdown By Smart Score

9.10%Outperform1033.27%Outperform921.46%Outperform813.75%Neutral75.31%Neutral68.93%Neutral53.49%Neutral42.95%Underperform31.56%Underperform20.18%Underperform18
The weighted average smart score of the CWMAX Mutual Fund is 8
10
9.10%
9
33.27%
8
21.46%
7
13.75%
6
5.31%
5
8.93%
4
3.49%
3
2.95%
2
1.56%
1
0.18%

CWMAX Mutual Funds FAQ

What are Mutual Funds CWMAX’s top 3 holdings?
CWMAX’s top 3 holdings are AVGO, MSFT, PM.
    What is Mutual Funds CWMAX’s holdings count?
    Mutual Funds CWMAX’s is holdings 190 different assets.
      What are the total assets of Mutual Funds CWMAX?
      Mutual Funds CWMAX’s total assets are 201.63B.
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