Holding | Country | Type | Rating |
---|
US Government | United States | Fixed Income | — | 11.3% |
Broadcom | United States | Equity | — | 5.6% |
TSMC | Taiwan | Equity | — | 3.5% |
Umbs | United States | Fixed Income | — | 2.9% |
Astrazeneca | United Kingdom | Equity | — | 2.7% |
Holding | Country | Type | Rating |
---|
Philip Morris | United States | Equity | — | 2.4% |
JPMorgan Chase | United States | Equity | — | 2.2% |
UnitedHealth | United States | Equity | — | 2.0% |
Visa | United States | Equity | — | 1.9% |
Constellation Software | Canada | Equity | — | 1.9% |
Sector |
---|
Equity | 64.3% | 100.0 |
Energy | 3.7% | 5.7% |
Materials | 1.6% | 2.4% |
Industrials | 7.2% | 11.2% |
Consumer discretionary | 2.9% | 4.5% |
Consumer staples | 7.5% | 11.7% |
Health care | 9.3% | 14.5% |
Financials | 10.9% | 17.0% |
Information technology | 16.5% | 25.6% |
Communication services | 2.0% | 3.2% |
Utilities | 2.0% | 3.1% |
Real Estate | 0.7% | 1.1% |
Fixed Income | 30.0% | 100.0 |
Government | 20.5% | 68.4% |
Corporate | 9.5% | 31.6% |
Cash and equivalents | 5.7% | 100.0 |
Name |
---|
North America | 57.7% |
Europe | 21.2% |
Emerging Markets | 9.8% |
Japan | 4.4% |
Asia Pacific ex Japan | 0.6% |
Other | 0.7% |
Cash & equivalents | 5.7% |