Top holdings
Holding | % of portfolio |
---|---|
Microsoft Corp | 7.63% |
Amazon.com Inc | 5.75% |
Meta Platforms Inc Class A | 5.03% |
NVIDIA Corp | 4.87% |
Berkshire Hathaway Inc Class B | 3.23% |
Loews Corp | 2.93% |
Mastercard Inc Class A | 2.79% |
Regeneron Pharmaceuticals Inc | 2.75% |
Advanced Micro Devices Inc | 2.70% |
As of Feb 29 2024. Top holdings excludes cash and cash equivalents.
Sector weighting
Sector | % of portfolio |
---|---|
Technology | 26.67% |
Financial Services | 18.15% |
Consumer Cyclical | 12.50% |
Healthcare | 10.92% |
Communications Equipment | 7.42% |
Industrials | 7.27% |
Real Estate | 6.51% |
Energy | 5.28% |
Consumer Defensive | 3.93% |
Other | 3.45% |
As of Feb 29 2024.
Regional holdings
Holding | % of portfolio |
---|---|
USA | 101.98% |
Israel | 0.05% |
Canada | 0.04% |
Costa Rica | 0.02% |
As of Feb 29 2024.