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LCBOX Mutual Fund Holdings Information

Holdings Count
54
Total Assets
8.60B
Top 10 Percentage
32.97%
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
54 Holdings
54 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Microsoft
4.56%
$382.17M
$3.89T
25.72%
33 Buy
1 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
3.69%
$309.09M
$487.12B
-6.61%
11 Buy
7 Hold
0 Sell
Moderate Buy
Broadcom Inc.
3.53%
$295.27M
$1.59T
85.80%
26 Buy
2 Hold
0 Sell
Strong Buy
Enbridge Inc
3.34%
$279.60M
$107.91B
19.91%
5 Buy
4 Hold
0 Sell
Moderate Buy
Sempra Energy
3.29%
$275.89M
$60.33B
15.19%
6 Buy
4 Hold
0 Sell
Moderate Buy
Nestle SA Reg Shs.
3.15%
$263.88M
$234.89B
-4.06%
0 Buy
1 Hold
0 Sell
Hold
Becton, Dickinson and Co
2.95%
$247.08M
$55.18B
-18.59%
1 Buy
7 Hold
0 Sell
Hold
Comcast Corp
2.90%
$242.68M
$112.98B
-25.68%
9 Buy
9 Hold
1 Sell
Moderate Buy
Williams Companies
2.86%
$239.19M
$77.64B
30.71%
12 Buy
3 Hold
0 Sell
Strong Buy
Travelers Companies Inc
2.71%
$227.22M
$63.65B
23.11%
8 Buy
9 Hold
2 Sell
Moderate Buy
Rows:
10

Sector Breakdown

14.66%Technology14.32%Financial12.03%Healthcare10.97%Energy10.32%Communication Services9.67%Consumer Defensive8.96%Industrials5.89%Basic Materials5.15%Real Estate5.00%Utilities3.03%Consumer Cyclical14.66%Technology
Technology
14.66%
Financial
14.32%
Healthcare
12.03%
Energy
10.97%
Communication Services
10.32%
Consumer Defensive
9.67%
Industrials
8.96%
Basic Materials
5.89%
Real Estate
5.15%
Utilities
5.00%
Consumer Cyclical
3.03%

Countries Breakdown

87.59%United States6.81%United Kingdom3.26%Canada87.59%United States
United States
87.59%
United Kingdom
6.81%
Canada
3.26%

Breakdown By Smart Score

18.21%Outperform1013.65%Outperform919.36%Outperform89.21%Neutral719.74%Neutral68.36%Neutral55.27%Neutral41.37%Underperform33.50%Underperform21.33%Underperform17
The weighted average smart score of the LCBOX Mutual Fund is 7
10
18.21%
9
13.65%
8
19.36%
7
9.21%
6
19.74%
5
8.36%
4
5.27%
3
1.37%
2
3.50%
1
1.33%

LCBOX Mutual Funds FAQ

What are Mutual Funds LCBOX’s top 3 holdings?
LCBOX’s top 3 holdings are MSFT, XOM, AVGO.
    What is Mutual Funds LCBOX’s holdings count?
    Mutual Funds LCBOX’s is holdings 54 different assets.
      What are the total assets of Mutual Funds LCBOX?
      Mutual Funds LCBOX’s total assets are 8.60B.
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