Portfolio
Aug 20, 2026- Stock99.59%
- Cash0.41%
Morningstar style box
Aug 20, 2026Current style: Large Value
Large
Mid
Small
40%
29%
17%
5%
1%
6%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 61.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.34% | Equity | Health Care | Large Growth | — | — | — | |
| 9.39% | Equity | Health Care | Large Blend | — | — | — | |
| 6.75% | Equity | Health Care | Large Value | — | — | — | |
| 5.37% | Equity | Health Care | Large Blend | — | — | — | |
| 4.87% | Equity | Health Care | Large Blend | — | — | — | |
| 4.70% | Equity | Health Care | Large Blend | — | — | — | |
7  Novartis AG Registered Shares | 4.22% | — | — | — | — | — | — |
| 3.87% | Equity | Health Care | Large Blend | — | — | — | |
| 3.52% | Equity | Health Care | Large Blend | — | — | — | |
| 3.44% | Equity | Health Care | Large Value | — | — | — |
