Portfolio
Aug 20, 2026- Stock98.84%
- Cash1.16%
Morningstar style box
Aug 20, 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 20, 2026Top 10 Holdings Weight: 65.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.27% | Equity | Health Care | Large Blend | — | — | — | |
2  Novartis AG Registered Shares | 12.58% | — | — | — | — | — | — |
| 11.06% | Equity | Consumer Staples | Large Blend | — | — | — | |
4 ABB Ltd | 5.73% | — | — | — | — | — | — |
5 Compagnie Financiere Richemont SA Class A | 4.92% | — | — | — | — | — | — |
| 4.91% | Equity | Financials | Large Value | — | — | — | |
7 Zurich Insurance Group AG | 4.24% | — | — | — | — | — | — |
| 2.77% | Equity | — | — | — | — | — | |
9 Swiss Re AG | 2.75% | — | — | — | — | — | — |
10 Holcim Ltd | 2.38% | — | — | — | — | — | — |
