MWMIX Mutual Fund

MWMIX Mutual Fund

NAV$34.41
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Showing the top 10 of 56 holdings · as of Aug 31, 2026
Top 10 weight
27.22%
MWMIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
VEEV
Veeva Systems IncInfo Tech · Software
3.53%		3.5%4,858$1.39MInfo TechSoftware
2
ABNB
Airbnb IncConsumer Disc. · Internet
2.98%		6.5%6,404$1.17MConsumer Disc.Internet
Sector and industry · Pro
3—Lpl Holdings
2.75%		9.3%2,922$1.08M
4
MSFT
Microsoft Corp
2.72%		12.0%2,113$1.07M
5—Schwab Strategic T
2.65%		14.6%9,506$1.04M
6
BMY
Bristol-Myers Squibb Co.
2.56%		17.2%15,091$1.01M
7
PANW
Palo Alto Networks, Inc
2.56%		19.8%2,638$1.01M
8
EL
Estee Lauder Cos., Inc.
2.52%		22.3%9,691$991.4K
9
TYL
Tyler Technologies Inc
2.49%		24.8%2,628$978.2K
10
DHR
Danaher Corp
2.46%		27.2%4,529$967.2K
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Themes in the top 10
Cloud ComputingDigital HealthPharmaceuticalsData & AnalyticsArtificial IntelligenceInternet & DigitalUrbanizationMillennials & Gen ZSharing EconomyAsset ManagementInvestment TechnologyGlobal BankingMarket InfrastructureDerivatives TradingCybersecurity

MWMIX Mutual Fund Top Holdings

MWMIX holdings top 10 positions. The top 10 holdings account for 27.2% of the fund, led by Veeva Systems Inc at 3.5%, Airbnb Inc at 3.0%, Lpl Holdings at 2.8%.

MWMIX portfolio concentration is well-diversified, with the top 10 representing 27.2% of total assets. The largest sector exposure is Information Technology at 36.8%.

MWMIX sectors provide a detailed breakdown. MWMIX overlap shows how holdings compare to other funds in your portfolio.