65.8801.95% ( +1.260 )
Trading: Nov 9, 15:03:20 (EDT)Portfolio
Nov 6, 2026- Stock99.06%
- Cash0.94%
- Stock
- 99.06%
- Cash
- 0.94%
Morningstar style box
Nov 6, 2026Current style: Large Blend
Large
Mid
Small
4%
76%
14%
1%
4%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 6, 2026Top 10 Holdings Weight: 65.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.45% | Equity | Health Care | Large Blend | — | — | — | |
2 ![]() Novartis AG Registered Shares | 12.78% | — | — | — | — | — | — |
| 11.54% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 5.85% | Equity | Financials | Large Value | — | — | — | |
5 ![]() Zurich Insurance Group AG | 4.61% | — | — | — | — | — | — |
6 ![]() Compagnie Financiere Richemont SA Class A | 3.94% | — | — | — | — | — | — |
7 ![]() ABB Ltd | 3.58% | — | — | — | — | — | — |
| 3.03% | Equity | — | — | — | — | — | |
9 ![]() Swiss Re AG | 2.75% | — | — | — | — | — | — |
10 ![]() Givaudan SA | 2.53% | — | — | — | — | — | — |





