Steward Large Cap Value Fund Institutional Class (SJVIX) - Large Value fund with $76.64 Million in assets. The fund allocates 19.71% 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. COM USD1.00 at 3.23% of total assets. This is followed by Berkshire Hathaway Inc. COM USD0.0033 CLASS'B' (1.99%) and Bank of America Corp. COM USD0.01 (2.17%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Co. COM USD1.00 | 3.23% | - | - |
| Berkshire Hathaway Inc. COM USD0.0033 CLASS'B' | 1.99% | - | - |
| Bank of America Corp. COM USD0.01 | 2.17% | - | - |
| Cisco Systems, Inc. COM USD0.001 | 2.07% | - | - |
| International Business Machines Corporation COM USD0.20 | 2.07% | - | - |
| Verizon Communications Inc. COM USD0.10 | 1.62% | - | - |
| Lowes Companies, Inc. COM USD0.50 | 1.67% | - | - |
| ATT Inc COM USD1 | 1.71% | - | - |
| Caterpillar Inc COM USD1.00 | 1.55% | - | - |
| Citigroup Inc. COM USD0.01 | 1.63% | - | - |
| Walmart Inc COM USD0.10 | 2.49% | - | - |
| SP Global Inc COM USD1 | 1.69% | - | - |
| Goldman Sachs Group, Inc. COM USD0.01 | 1.72% | - | - |
| Exxon Mobil Corp. COM NPV | 2.70% | - | - |
| Alphabet Inc. CAP STK USD0.001 CL A | 2.66% | - | - |
| International Business Machines Corp. COM USD0.20 | 2.03% | - | - |
| Wells Fargo Co. COM USD1.666 | 1.97% | - | - |