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LBWAX
BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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LBWAX Mutual Fund Holdings Information

Holdings Count
224
Total Assets
91.72M
Top 10 Percentage
26.96%
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
224 Holdings
224 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
5.29%
$4.84M
$850.36B
26.16%
11 Buy
6 Hold
0 Sell
Moderate Buy
Johnson & Johnson
3.67%
$3.36M
$450.20B
17.81%
12 Buy
7 Hold
0 Sell
Moderate Buy
Bank of America
2.81%
$2.57M
$390.98B
17.90%
17 Buy
1 Hold
0 Sell
Strong Buy
Cisco
2.51%
$2.29M
$285.90B
24.97%
9 Buy
5 Hold
0 Sell
Moderate Buy
Wells Fargo & Company
2.24%
$2.05M
$273.51B
19.98%
11 Buy
5 Hold
0 Sell
Moderate Buy
Walt Disney Company
2.24%
$2.05M
$200.42B
12.61%
16 Buy
2 Hold
0 Sell
Strong Buy
Morgan Stanley
2.12%
$1.94M
$260.66B
25.62%
5 Buy
7 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
2.07%
$1.90M
$237.19B
33.07%
5 Buy
7 Hold
0 Sell
Moderate Buy
Caterpillar
2.01%
$1.84M
$256.26B
31.35%
11 Buy
6 Hold
1 Sell
Moderate Buy
Chevron
2.00%
$1.83M
$314.05B
-2.74%
10 Buy
4 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

32.26%Financial15.27%Healthcare11.37%Industrials8.46%Communication Services6.55%Technology6.31%Consumer Cyclical6.05%Consumer Defensive5.45%Energy3.44%Basic Materials3.29%Utilities1.41%General0.14%Real Estate32.26%Financial
Financial
32.26%
Healthcare
15.27%
Industrials
11.37%
Communication Services
8.46%
Technology
6.55%
Consumer Cyclical
6.31%
Consumer Defensive
6.05%
Energy
5.45%
Basic Materials
3.44%
Utilities
3.29%
General
1.41%
Real Estate
0.14%

Countries Breakdown

99.34%United States99.34%United States
United States
99.34%

Breakdown By Smart Score

12.56%Outperform1011.96%Outperform924.07%Outperform819.50%Neutral712.30%Neutral66.57%Neutral54.48%Neutral46.35%Underperform31.66%Underperform20.56%Underperform17
The weighted average smart score of the LBWAX Mutual Fund is 7
10
12.56%
9
11.96%
8
24.07%
7
19.50%
6
12.30%
5
6.57%
4
4.48%
3
6.35%
2
1.66%
1
0.56%

LBWAX Mutual Funds FAQ

What are Mutual Funds LBWAX’s top 3 holdings?
LBWAX’s top 3 holdings are JPM, JNJ, BAC.
    What is Mutual Funds LBWAX’s holdings count?
    Mutual Funds LBWAX’s is holdings 224 different assets.
      What are the total assets of Mutual Funds LBWAX?
      Mutual Funds LBWAX’s total assets are 91.72M.
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