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WSMDX Mutual Fund Holdings Information

Holdings Count
77
Total Assets
1.48B
Top 10 Percentage
23.99%
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
77 Holdings
77 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Primo Brands Corporation
3.39%
$49.92M
$11.41B
37.35%
8 Buy
0 Hold
0 Sell
Strong Buy
Stride, Inc.
2.50%
$36.82M
$6.35B
110.16%
4 Buy
1 Hold
0 Sell
Strong Buy
Chemed
2.43%
$35.79M
$8.03B
1.90%
3 Buy
0 Hold
0 Sell
Strong Buy
Bright Horizons
2.40%
$35.33M
$7.00B
16.90%
2 Buy
1 Hold
1 Sell
Hold
Manhattan Associates
2.36%
$34.73M
$11.31B
-20.21%
5 Buy
3 Hold
0 Sell
Moderate Buy
The Carlyle Group Lp
2.28%
$33.53M
$16.92B
16.65%
3 Buy
7 Hold
1 Sell
Hold
Dynatrace
2.26%
$33.36M
$16.30B
24.45%
19 Buy
4 Hold
0 Sell
Strong Buy
Talen Energy Corp
2.26%
$33.34M
$1.80B
140.55%
6 Buy
0 Hold
0 Sell
Strong Buy
Everest Group, Ltd.
2.16%
$31.77M
$14.35B
-10.52%
5 Buy
6 Hold
0 Sell
Moderate Buy
Doximity, Inc.
1.97%
$28.96M
$10.77B
108.43%
7 Buy
9 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

23.91%Technology21.28%Healthcare18.53%Industrials10.60%Consumer Cyclical8.27%Financial7.98%Consumer Defensive3.28%Utilities2.83%Energy1.46%Basic Materials1.31%General0.55%Real Estate23.91%Technology
Technology
23.91%
Healthcare
21.28%
Industrials
18.53%
Consumer Cyclical
10.60%
Financial
8.27%
Consumer Defensive
7.98%
Utilities
3.28%
Energy
2.83%
Basic Materials
1.46%
General
1.31%
Real Estate
0.55%

Countries Breakdown

97.08%United States2.92%Canada97.08%United States
United States
97.08%
Canada
2.92%

Breakdown By Smart Score

10.62%Outperform1016.94%Outperform914.46%Outperform818.14%Neutral710.72%Neutral69.46%Neutral57.70%Neutral42.49%Underperform32.65%Underperform26.82%Underperform16
The weighted average smart score of the WSMDX Mutual Fund is 6
10
10.62%
9
16.94%
8
14.46%
7
18.14%
6
10.72%
5
9.46%
4
7.70%
3
2.49%
2
2.65%
1
6.82%

WSMDX Mutual Funds FAQ

What are Mutual Funds WSMDX’s top 3 holdings?
WSMDX’s top 3 holdings are PRMB, LRN, CHE.
    What is Mutual Funds WSMDX’s holdings count?
    Mutual Funds WSMDX’s is holdings 77 different assets.
      What are the total assets of Mutual Funds WSMDX?
      Mutual Funds WSMDX’s total assets are 1.48B.
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