Portfolio
Aug 24, 2026- Stock98.85%
- Cash1.15%
Morningstar style box
Aug 24, 2026Current style: Large Blend
Large
Mid
Small
6%
62%
24%
1%
6%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 65.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.13% | Equity | Health Care | Large Blend | — | — | — | |
2  Novartis AG Registered Shares | 12.55% | — | — | — | — | — | — |
| 11.15% | Equity | Consumer Staples | Large Blend | — | — | — | |
4 ABB Ltd | 5.60% | — | — | — | — | — | — |
5 Compagnie Financiere Richemont SA Class A | 5.03% | — | — | — | — | — | — |
| 4.94% | Equity | Financials | Large Value | — | — | — | |
7 Zurich Insurance Group AG | 4.25% | — | — | — | — | — | — |
8 Swiss Re AG | 2.77% | — | — | — | — | — | — |
| 2.76% | Equity | — | — | — | — | — | |
10 Holcim Ltd | 2.39% | — | — | — | — | — | — |
