MWMIX Holdings Information

MWMIX is a mutual fund with a total of 56 individual holdings. The top holdings are Veeva Systems stock at 3.53%, Airbnb at 2.98%, LPL Financial Holdings at 2.75%, Microsoft at 2.72%, and The Charles Schwab Corporation at 2.65%.

Total Holdings

Top 10 Percentage

27.23%

Asset Class

Equity

Fund Category

Large Blend

Assets

35.78M

Forward PE Ratio

n/a

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	VEEV	Veeva Systems Inc.	3.53%	4,858
2	ABNB	Airbnb, Inc.	2.98%	6,404
3	LPLA	LPL Financial Holdings Inc.	2.75%	2,922
4	MSFT	Microsoft Corporation	2.72%	2,113
5	SCHW	The Charles Schwab Corporation	2.65%	9,506
6	BMY	Bristol-Myers Squibb Company	2.56%	15,091
7	PANW	Palo Alto Networks, Inc.	2.56%	2,638
8	EL	The Estée Lauder Companies Inc.	2.52%	9,691
9	TYL	Tyler Technologies, Inc.	2.49%	2,628
10	NVDA	NVIDIA Corporation	2.46%	4,382
11	DHR	Danaher Corporation	2.46%	4,529
12	ZBH	Zimmer Biomet Holdings, Inc.	2.43%	9,571
13	BR	Broadridge Financial Solutions, Inc.	2.42%	5,217
14	MAS	Masco Corporation	2.38%	13,000
15	KVUE	Kenvue Inc.	2.33%	48,527
16	MDLZ	Mondelez International, Inc.	2.28%	14,459
17	BF.B	Brown-Forman Corporation	2.26%	33,447
18	GEHC	GE HealthCare Technologies Inc.	2.24%	12,378
19	FTNT	Fortinet, Inc.	2.23%	5,144
20	AVGO	Broadcom Inc.	2.16%	2,298
21	CPRT	Copart, Inc.	2.14%	25,512
22	CLX	The Clorox Company	2.06%	8,300
23	OTIS	Otis Worldwide Corporation	2.02%	11,177
24	DDOG	Datadog, Inc.	2.02%	3,350
25	STZ	Constellation Brands, Inc.	1.98%	5,959

Showing 25 of 56 holdings

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As of Aug 31, 2026