TW

TETON WESTWOOD BALANCED FUND | WEBCX

Mutual Fund
TETON WESTWOOD FUNDS
Last update 2025-06-26 52 Stocks (3 new)
Value $22.00 Mil Turnover 9 %
Countries:
Top Holdings: MSFT(4.34%)ABT(3.77%)UNH(3.39%)UNP(3.09%)JPM(3.06%)
Summary Stock Picks Current Portfolio
TETON WESTWOOD BALANCED FUND Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,524
947.5
-8.32%
4.340
-0.41%
0.000
+32.15%
+21.67%
3,797,138.0
Software
ABT
Abbott Laboratories
6,209
823.6
0%
3.770
0%
0.000
-2.45%
+12.68%
218,593.1
Medical Devices & Instruments
UNH
UnitedHealth Group Inc
1,415
741.1
0%
3.390
0%
0.000
-33.87%
-44.30%
252,711.2
Healthcare Plans
UNP
Union Pacific Corp
2,859
675.4
0%
3.090
0%
0.000
+2.97%
-2.18%
131,755.3
Transportation
JPM
JPMorgan Chase & Co
2,727
668.9
-18.89%
3.060
-0.65%
0.000
+21.80%
+25.72%
815,415.9
Banks
JNJ
Johnson & Johnson
3,988
661.4
+39.83%
3.030
+0.86%
0.000
+10.38%
+19.20%
407,973.8
Drug Manufacturers
ORLY
O'Reilly Automotive Inc
6,510
621.7
0%
2.850
0%
0.000
+8.89%
+24.17%
83,911.3
Vehicles & Parts
BRK.B
Berkshire Hathaway Inc
1,062
565.6
+26.28%
2.590
+0.54%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance
V
Visa Inc
1,547
542.2
-30.03%
2.480
-0.89%
0.000
+5.61%
+12.38%
691,480.5
Credit Services
TMUS
T-Mobile US Inc
2,028
540.9
-16.37%
2.480
-0.37%
0.000
-5.25%
+12.92%
279,044.0
Telecommunication Services

TETON WESTWOOD BALANCED FUND's Historical Top Holdings Breakdowns

TETON WESTWOOD BALANCED FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Sold Out
Sold Out
-2.23%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Sold Out
0
-2,088
ICE
Intercontinental Exchange Inc
2025-03-31
New Buy
New Buy
+2.00%
●
142.8 ($163.84) 176.36
$183.58
12.05%
New holding
2,531
2,531
BDX
Becton Dickinson & Co
2025-03-31
Sold Out
Sold Out
-1.91%
●
222.79 ($232.01) 249.08
$183.63
-20.85%
Sold Out
0
-1,967
BWXT
BWX Technologies Inc
2025-03-31
New Buy
New Buy
+1.57%
●
96.59 ($108.51) 128.46
$143.84
32.56%
New holding
3,477
3,477
WFC
Wells Fargo & Co
2025-03-31
Reduce
Reduce
-1.31%
●
66.78 ($75.08) 81.42
$83.87
11.71%
Reduce -43.7%
5,618
-4,360
PGR
Progressive Corp
2025-03-31
Add
Add
+1.24%
●
235.61 ($261.55) 291.22
$247.38
-5.42%
Add 114.27%
1,787
953
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-0.96%
●
524.81 ($601.74) 672.19
$719.18
19.52%
Reduce -35.86%
703
-393
DAL
Delta Air Lines Inc
2025-03-31
Sold Out
Sold Out
-0.93%
●
43.6 ($59.28) 69.06
$54.71
-7.71%
Sold Out
0
-3,588
VRTX
Vertex Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+0.91%
●
402.49 ($466) 513.76
$472.27
1.35%
New holding
412
412
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.89%
●
306.92 ($338.38) 362.71
$353.97
4.61%
Reduce -30.03%
1,547
-664

TETON WESTWOOD BALANCED FUND Total Holding History ($B)

To

TETON WESTWOOD BALANCED FUND's Asset Allocation

To

TETON WESTWOOD BALANCED FUND Past Portfolios

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

Top Ranked Articles

  • 1

TETON WESTWOOD BALANCED FUND's Hypothetical Growth since 2025-03-31

TETON WESTWOOD BALANCED FUND's Yearly Returns

Year Portfolio % % Excess Gain %

TETON WESTWOOD BALANCED FUND's Holdings Heat Map

Size field:

TETON WESTWOOD BALANCED FUND's Holdings Bubble Chart

TETON WESTWOOD BALANCED FUND News

  • 1

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