SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$26.65
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Showing the top 10 of 92 holdings · as of Jul 31, 2026
Top 10 weight
49.86%
SWHFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
LLY
Eli Lilly & Co.Health Care · Pharmaceuticals
13.92%		13.9%77,841$89.43MHealth CarePharmaceuticals
2
JNJ
Johnson & Johnson -Health Care · Pharmaceuticals
6.94%		20.9%173,926$44.59MHealth CarePharmaceuticals
Share changes, sector and industry · Pro
3
ABBV
AbbVie Inc.
5.81%		26.7%148,742$37.33M
4
MRK
Merck & Company Inc
4.98%		31.6%245,830$32.01M
5
UNH
Unitedhealth Group Inc
4.74%		36.4%73,427$30.43M
6
GILD
Gilead Sciences
3.24%		39.6%159,968$20.83M
7
NVS
Novartis Ag Ordinary Shares
2.92%		42.6%120,049$18.77M
8
AMGN
Amgen Inc.
2.58%		45.1%43,091$16.60M
9
BMY
Bristol-Myers Squibb Co.
2.44%		47.6%240,303$15.69M
10
RO
Roche Holding Ag
2.29%		49.9%33,618$14.69M
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Themes in the top 10
PharmaceuticalsBiotechnologyMedical DevicesImmunologyLife Sciences ToolsSemiconductorsAging PopulationHealth InsuranceManaged CareDigital HealthHealth & WellnessOncologyContent DistributionBroadband Services

SWHFX Mutual Fund Top Holdings

SWHFX holdings top 10 positions. The top 10 holdings account for 49.9% of the fund, led by Eli Lilly & Co. at 13.9%, Johnson & Johnson - Common at 6.9%, Abbvie Inc. at 5.8%.

SWHFX portfolio concentration is moderate, with the top 10 representing 49.9% of total assets. The largest sector exposure is Health Care at 81.0%.

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