TETON Westwood Balanced Fund Class Institutional (WBBIX) is a Allocation--50% to 70% Equity fund with $62.61 Million in assets. The fund allocates 26.25% 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 Microsoft Corp at 2.72% of total assets. This is followed by Apple Inc (3.44%) and AP Moller - Maersk A/S (2.50%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 2.72% | - | - |
| Apple Inc | 3.44% | - | - |
| AP Moller - Maersk A/S | 2.50% | - | - |
| NVIDIA Corp | 4.36% | - | - |
| CVS Health Corp | 1.94% | - | - |
| Johnson Johnson | 1.90% | - | - |
| Amazon.com Inc | 3.83% | - | - |
| Abbott Laboratories | 1.51% | - | - |
| UnitedHealth Group Inc | 2.13% | - | - |
| JPMorgan Chase Co | 1.92% | - | - |
| United States Treasury Note/Bond | 3.21% | - | - |
| Union Pacific Corp | 1.94% | - | - |
| O'Reilly Automotive Inc | 1.79% | - | - |
| Berkshire Hathaway Inc | 1.63% | - | - |
| Alphabet Inc | 4.37% | - | - |
| Meta Platforms Inc | 1.48% | - | - |
| McKesson Corp | 1.36% | - | - |
| Packaging Corp of America | 1.34% | - | - |
| Broadcom Inc | 1.31% | - | - |
| Salesforce Inc | 1.27% | - | - |