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SBH WORKPLACE EQUALITY FUND | WEQRXMutual Fund | |
| SBH WORKPLACE EQUALITY FUND | |
| Last update 2023-06-02 | 50 Stocks (5 new) |
| Value $21.00 Mil | Turnover 7 % |
SBH WORKPLACE EQUALITY FUND Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 4,265 | 1,229.6 | -8.44% | 5.860 | -0.44% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 7,239 | 1,193.7 | -10.39% | 5.690 | -0.51% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
GOOG | Alphabet Inc | 8,555 | 889.7 | -8.46% | 4.240 | -0.33% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
V | Visa Inc | 2,892 | 652.0 | -9.46% | 3.110 | -0.30% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
UNH | UnitedHealth Group Inc | 1,356 | 640.8 | -2.02% | 3.060 | -0.07% | 0.000 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
RTX | Raytheon Technologies Corp | 5,992 | 586.8 | -9.91% | 2.800 | -0.31% | 0.000 | +30.77% | +36.61% | 209,468.4 | Aerospace & Defense | |
TMO | Thermo Fisher Scientific Inc | 984 | 567.1 | +8.61% | 2.700 | +0.21% | 0.000 | +8.24% | -10.12% | 176,180.2 | Medical Diagnostics & Research | |
NOW | ServiceNow Inc | 1,162 | 540.0 | -2.02% | 2.570 | -0.04% | 0.000 | +17.69% | -9.78% | 198,126.3 | Software | |
SYK | Stryker Corp | 1,886 | 538.4 | +9.78% | 2.570 | +0.23% | 0.000 | +12.51% | +11.85% | 153,221.4 | Medical Devices & Instruments | |
AMAT | Applied Materials Inc | 4,073 | 500.3 | -2.02% | 2.390 | -0.04% | 0.000 | +30.62% | +15.58% | 150,075.2 | Semiconductors |
SBH WORKPLACE EQUALITY FUND's Historical Top Holdings Breakdowns
SBH WORKPLACE EQUALITY FUND Total Holding History ($B)
SBH WORKPLACE EQUALITY FUND's Asset Allocation
SBH WORKPLACE EQUALITY FUND Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SBH WORKPLACE EQUALITY FUND's Hypothetical Growth since 2023-03-31
SBH WORKPLACE EQUALITY FUND's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SBH WORKPLACE EQUALITY FUND's Holdings Heat Map
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SBH WORKPLACE EQUALITY FUND's Holdings Bubble Chart
SBH WORKPLACE EQUALITY FUND News
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