MWMIX Holdings Information

MWMIX is a mutual fund with a total of 56 individual holdings. The top holdings are LPL Financial Holdings stock at 2.78%, The Charles Schwab Corporation at 2.69%, Veeva Systems at 2.66%, Bristol-Myers Squibb Company at 2.65%, and Microsoft at 2.64%.

Total Holdings

Top 10 Percentage

26.02%

Asset Class

Equity

Fund Category

Large Blend

Assets

37.25M

Forward PE Ratio

19.35

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	LPLA	LPL Financial Holdings Inc.	2.78%	2,928
2	SCHW	The Charles Schwab Corporation	2.69%	9,524
3	VEEV	Veeva Systems Inc.	2.66%	4,867
4	BMY	Bristol-Myers Squibb Company	2.65%	15,120
5	MSFT	Microsoft Corporation	2.64%	2,117
6	ABNB	Airbnb, Inc.	2.61%	6,416
7	BF.B	Brown-Forman Corporation	2.58%	33,510
8	KVUE	Kenvue Inc.	2.51%	48,618
9	MAS	Masco Corporation	2.50%	13,025
10	MDLZ	Mondelez International, Inc.	2.42%	14,486
11	ZBH	Zimmer Biomet Holdings, Inc.	2.41%	9,589
12	DDOG	Datadog, Inc.	2.41%	3,357
13	AVGO	Broadcom Inc.	2.40%	2,302
14	DHR	Danaher Corporation	2.37%	4,538
15	NVDA	NVIDIA Corporation	2.36%	4,391
16	PANW	Palo Alto Networks, Inc.	2.35%	2,643
17	GEHC	GE HealthCare Technologies Inc.	2.26%	12,402
18	FTNT	Fortinet, Inc.	2.24%	5,154
19	TYL	Tyler Technologies, Inc.	2.19%	2,633
20	EL	The Estée Lauder Companies Inc.	2.18%	9,709
21	OTIS	Otis Worldwide Corporation	2.16%	11,198
22	BR	Broadridge Financial Solutions, Inc.	2.16%	5,227
23	CLX	The Clorox Company	2.13%	8,316
24	STZ	Constellation Brands, Inc.	2.08%	5,970
25	CPRT	Copart, Inc.	2.00%	25,561

Showing 25 of 56 holdings

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As of Jul 31, 2026