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Morningstar’s Analysis IVES

There is no Morningstar’s Analysis data available.

Portfolio Holdings IVES

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.99 45M
Technology

Microsoft Corp

4.99 45M
Technology

Tesla Inc

4.93 44M
Consumer Cyclical

Amazon.com Inc

4.74 43M
Consumer Cyclical

NVIDIA Corp

4.65 42M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.47 40M
Technology

Alphabet Inc Class A

4.37 39M
Communication Services

Broadcom Inc

4.37 39M
Technology

Meta Platforms Inc Class A

4.17 38M
Communication Services

Micron Technology Inc

4.13 37M
Technology

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