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Portfolio
Oct 4, 2026- Stock99.76%
- Cash0.24%
- Stock
- 99.76%
- Cash
- 0.24%
Morningstar style box
Oct 4, 2026Current style: Large Value
Large
Mid
Small
46%
24%
17%
4%
3%
5%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 4, 2026Top 10 Holdings Weight: 63.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.46% | Equity | Health Care | Large Growth | — | — | — | |
| 9.89% | Equity | Health Care | Large Blend | — | — | — | |
| 7.44% | Equity | Health Care | Large Value | — | — | — | |
| 5.71% | Equity | Health Care | Large Blend | — | — | — | |
| 4.74% | Equity | Health Care | Large Blend | — | — | — | |
| 4.54% | Equity | Health Care | Large Blend | — | — | — | |
| 4.29% | Equity | Health Care | Large Blend | — | — | — | |
8 ![]() Novartis AG Registered Shares | 4.09% | — | — | — | — | — | — |
| 3.93% | Equity | Health Care | Large Blend | — | — | — | |
| 3.47% | Equity | Health Care | Large Value | — | — | — |










