UDPIX Mutual Fund

UDPIX Mutual Fund

NAV$101.59
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Showing the top 10 of 42 holdings · as of Jul 31, 2026
Top 10 weight
49.26%
UDPIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
GS
The Goldman Sachs Group IncFinancials · Capital Markets
8.27%		8.3%3,855$3.93MFinancialsCapital Markets
2—Societe' Generale 3.53 , 8/03/2026
7.37%		15.6%-$3.50M--
Sector and industry · Pro
3
CAT
Caterpillar, Inc.
6.62%		22.3%3,855$3.14M
4—Cf Secured 3.53 , 8/03/2026
5.67%		27.9%-$2.69M
5—Natwest Markets Plc 3.51 , 8/03/2026
4.53%		32.5%-$2.15M
6
MSFT
Microsoft Corp
3.78%		36.2%3,855$1.79M
7—Umb Financial Corp. 3.39 , 8/03/2026
3.48%		39.7%-$1.65M
8
UNH
Unitedhealth Group Inc
3.37%		43.1%3,855$1.60M
9
AMGN
Amgen Inc.
3.13%		46.2%3,855$1.48M
10
TRV
The Travelers Cos, Inc.
3.04%		49.3%3,855$1.44M
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Themes in the top 10
Global BankingAsset ManagementMarket InfrastructureDerivatives TradingInvestment TechnologyEmerging TechData & AnalyticsNetworking InfrastructureArtificial IntelligenceCloud ComputingCybersecurityHealth InsuranceManaged CareAging PopulationDigital Health

UDPIX Mutual Fund Top Holdings

UDPIX holdings top 10 positions. The top 10 holdings account for 49.3% of the fund, led by Goldman Sachs Group Inc/The at 8.3%, Societe' Generale 3.53 , 8/03/2026 at 7.4%, Caterpillar, Inc. at 6.6%.

UDPIX portfolio concentration is moderate, with the top 10 representing 49.3% of total assets. The largest sector exposure is Financials at 16.9%.

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