1919 Financial Services I (LMRIX) - Financial fund with $127.89 Million in assets. The fund allocates 50.79% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMorgan Chase Co at 9.40% of total assets. This is followed by Chubb Ltd (6.50%) and Visa Inc (6.78%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Co | 9.40% | - | - |
| Chubb Ltd | 6.50% | - | - |
| Visa Inc | 6.78% | - | - |
| Ameriprise Financial Inc | 3.14% | - | - |
| Fiserv Inc | 4.05% | - | - |
| Bank of America Corp | 6.74% | - | - |
| Intercontinental Exchange Inc | 4.02% | - | - |
| US Bancorp | 3.80% | - | - |
| Brown Brown Inc | 3.23% | - | - |
| Charles Schwab Corp/The | 3.13% | - | - |
| Berkshire Hathaway Inc | 5.47% | - | - |
| Coastal Financial Corp/WA | 3.70% | - | - |
| QCR Holdings Inc | 5.20% | - | - |
| Fifth Third Bancorp | 4.80% | - | - |