MC

Mid Cap Diverse Leadership Fund | AAWVX

Mutual Fund
Mid Cap Diverse Leadership Fund
Last update 2023-07-25 81 Stocks (0 new)
Value $2.00 Mil Turnover 2 %
Countries:
Top Holdings: HUBS(4.58%)EQT(2.80%)ICUI(2.73%)ATR(2.67%)ESS(2.61%)
Summary Stock Picks Current Portfolio
Mid Cap Diverse Leadership Fun... Top Holdings of 2023-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HUBS
HubSpot Inc
188
97.4
+2.17%
4.580
+0.10%
0.000
-0.89%
-19.50%
29,580.5
Software
EQT
EQT Corp
1,712
59.5
+2.58%
2.800
+0.07%
0.000
+6.90%
+13.35%
31,114.3
Oil & Gas
ICUI
ICU Medical Inc
332
58.1
+2.15%
2.730
+0.06%
0.000
-2.47%
-16.86%
3,175.2
Medical Devices & Instruments
ATR
AptarGroup Inc
504
56.7
+2.65%
2.670
+0.07%
0.000
+9.52%
+3.51%
10,676.1
Medical Devices & Instruments
ESS
Essex Property Trust Inc
257
55.5
+2.39%
2.610
+0.06%
0.000
+6.55%
+5.21%
18,837.8
REITs
LITE
Lumentum Holdings Inc
1,010
53.4
+2.33%
2.510
+0.06%
0.000
+85.12%
+21.66%
7,087.8
Hardware
HIG
The Hartford Financial Services Group Inc
The Hartford Financial Services Group Inc
751
51.5
+2.46%
2.420
+0.06%
0.000
+3.93%
+13.59%
35,010.0
Insurance
XEL
Xcel Energy Inc
785
51.3
+2.48%
2.410
+0.06%
0.000
+2.17%
+10.08%
41,815.1
Utilities - Regulated
UNM
Unum Group
1,174
51.0
+2.53%
2.400
+0.06%
0.000
+3.14%
+11.77%
14,196.3
Insurance
TDC
Teradata Corp
1,085
50.8
+2.46%
2.390
+0.06%
0.000
+6.88%
-28.73%
2,122.3
Software

Mid Cap Diverse Leadership Fund's Historical Top Holdings Breakdowns

Mid Cap Diverse Leadership Fund Total Holding History ($B)

To

Mid Cap Diverse Leadership Fund's Asset Allocation

To

Mid Cap Diverse Leadership Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mid Cap Diverse Leadership Fund's Hypothetical Growth since 2023-05-31

Mid Cap Diverse Leadership Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Mid Cap Diverse Leadership Fund's Holdings Heat Map

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Mid Cap Diverse Leadership Fund's Holdings Bubble Chart

Mid Cap Diverse Leadership Fund News

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