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WSHFX Mutual Fund Holdings Information

Holdings Count
200
Total Assets
214.96B
Top 10 Percentage
29.95%
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
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
WSHFX holdings
NameWeight %Market ValuePrice & ChangeMarket CapYearly GainAnalyst ConsensusAnalyst Price TargetSmart ScoreFollow
AVGOBroadcom Inc.7.49%$16.08B$1.80T4.24%Strong Buy$519.21
MSFTMicrosoft4.64%$9.96B$3.93T-0.43%Strong Buy$586.14
PMPhilip Morris International3.45%$7.40B$300.33B29.13%Strong Buy$208.63
USD_CASHCAPITAL GROUP CENTRAL CASH FUND3.36%$7.20B――――
AAPLApple Inc2.42%$5.20B$4.91T31.92%Moderate Buy$337.51
GOOGLAlphabet Inc. Class A2.02%$4.33B$4.27T42.38%Strong Buy$427.04
WELLWelltower, Inc.1.71%$3.67B$159.37B31.87%Strong Buy$248.87
NVDANvidia Corporation1.64%$3.52B$5.72T21.88%Strong Buy$324.2
LLYEli Lilly And Company1.63%$3.49B$1.12T38.30%Strong Buy$1,366.05
BACBank of America1.60%$3.42B$374.25B7.56%Strong Buy$66.35

Sector Breakdown

18.81%Technology
  • Technology18.81%
  • Financial15.72%
  • Industrials12.43%
  • Healthcare11.38%
  • Consumer Defensive8.96%
  • Consumer Cyclical7.35%
  • Communication Services6.43%
  • General4.87%
  • Energy4.17%
  • Utilities3.94%
  • Real Estate3.50%
  • Basic Materials2.44%

Countries Breakdown

93.77%United States
  • United States93.77%
  • Canada1.60%
  • United Kingdom0.25%
  • France0.05%

Breakdown By Smart Score

7

The weighted average smart score of the WSHFX Mutual Fund is 7

  • 1019.02%
  • 919.41%
  • 812.58%
  • 727.91%
  • 610.28%
  • 53.62%
  • 43.12%
  • 32.51%
  • 20.86%
  • 10.69%

WSHFX Mutual Funds FAQ

What are Mutual Funds WSHFX’s top 3 holdings?
WSHFX’s top 3 holdings are AVGO, MSFT, PM.
What is Mutual Funds WSHFX’s holdings count?
Mutual Funds WSHFX’s is holdings 200 different assets.
What are the total assets of Mutual Funds WSHFX?
Mutual Funds WSHFX’s total assets are 214.96B.