WSHFX Mutual Fund

WSHFX Mutual Fund

NAV$67.12
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Showing the top 10 of 204 holdings · as of Jul 31, 2026
Top 10 weight
30.58%
WSHFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AVGO
Broadcom IncInfo Tech · Semiconductors
6.54%		6.5%36,647,075$14.27BInfo TechSemiconductors
2
MSFT
Microsoft CorpInfo Tech · Software
4.83%		11.4%22,675,767$10.54BInfo TechSoftware
Sector and industry · Pro
3
PM
Philip Morris International Inc.
3.70%		15.1%42,257,864$8.06B
4
CMQXX
Capital Group Central Cash Fund
3.31%		18.4%72,141,698$7.21B
5
AAPL
Apple, Inc
3.30%		21.7%23,314,440$7.20B
6
LLY
Eli Lilly & Co.
1.82%		23.5%3,453,753$3.97B
7—Bank of America Corp.:
1.81%		25.3%63,629,861$3.94B
8
WELL
Welltower, Inc.
1.77%		27.1%16,498,558$3.87B
9
MMC
Marsh & Mclennan Cos Inc
1.76%		28.8%20,274,269$3.85B
10
GOOGL
Alphabet Inc
1.74%		30.6%10,671,880$3.80B
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Themes in the top 10
SemiconductorsCloud ComputingNetworking InfrastructureArtificial IntelligenceCybersecurityData & AnalyticsHealth & WellnessGovernance & EthicsGlobal BankingDigital BankingInternet & DigitalPharmaceuticalsBiotechnology5G InfrastructureBroadband Services

WSHFX Mutual Fund Top Holdings

WSHFX holdings top 10 positions. The top 10 holdings account for 30.6% of the fund, led by Broadcom Inc at 6.5%, Microsoft Corp at 4.8%, Philip Morris International Inc. at 3.7%.

WSHFX portfolio concentration is moderate, with the top 10 representing 30.6% of total assets. The largest sector exposure is Information Technology at 22.4%.

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