C000010385 Holdings — Financial Services Fund

All 158 reported holdings of Financial Services Fund (C000010385) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Berkshire Hathaway Inc.3.21%$268.83K
JPMorgan Chase & Co.2.93%$245.33K
Visa Inc2.46%$206.13K
MasterCard Incorporated2.08%$173.88K
Bank of America Corp.1.89%$158.49K
Goldman Sachs Group, Inc.1.74%$145.51K
Wells Fargo & Co.1.66%$138.84K
Citigroup Inc.1.51%$126.57K
Morgan Stanley1.50%$125.90K
The Charles Schwab Corporation1.31%$109.96K
Blackstone Inc1.31%$109.93K
American Express Company1.25%$104.36K
Blackrock Inc.1.24%$103.86K
Welltower Inc.1.17%$98.26K
S&P Global Inc1.16%$96.98K
Prologis Inc.1.15%$96.49K
Capital One Financial Corp.1.11%$92.49K
Interactive Brokers Group Inc1.08%$90.81K
The Progressive Corporation1.07%$89.41K
CME Group Inc.1.01%$84.47K
Equinix, Inc.1.01%$84.30K
Intercontinental Exchange Inc0.95%$79.74K
PNC Financial Services Group Inc.0.95%$79.49K
Marsh & McLennan Companies, Inc.0.95%$79.44K
U.S. Bancorp.0.92%$77.29K
The Bank of New York Mellon Corp.0.92%$77.23K
American Tower Corporation0.90%$75.42K
KKR & Co Inc.0.87%$72.52K
Moodys Corp.0.85%$71.55K
Willis Towers Watson PLC0.85%$71.22K
Arch Capital Group Ltd.0.82%$68.92K
Nu Holdings Ltd.0.81%$68.20K
Digital Realty Trust Inc.0.81%$67.76K
Truist Financial Corp.0.79%$66.43K
Gallagher Aj &Co0.79%$66.27K
Travelers Companies, Inc.0.79%$66.21K
Simon Property Group Inc0.78%$65.10K
Robinhood Markets Inc0.78%$65.00K
Aon PLC0.77%$64.23K
Chubb Ltd. Switzerland0.76%$63.88K
The Allstate Corporation0.75%$62.41K
Realty Income Corporation0.74%$62.34K
Apollo Global Management Inc0.74%$61.95K
Xp, Inc.0.73%$61.21K
Aflac Incorporated0.72%$60.56K
Brookfield Corp.0.72%$59.94K
Fifth Third Bancorp0.69%$57.94K
Nasdaq Inc0.68%$56.71K
Paypal Holdings Inc.0.67%$56.22K
Stoneco Ltd0.67%$56.10K
The Toronto-Dominion Bank0.66%$55.24K
Ameriprise Financial, Inc.0.66%$55.11K
Coinbase Global Inc0.66%$55.00K
Ares Management Corporation0.65%$54.55K
Itau Unibanco Holding SA0.65%$54.50K
ICICI Bank Ltd.0.65%$54.49K
American International Group Inc.0.65%$54.18K
MetLife Inc.0.65%$54.10K
Bank of Nova Scotia0.64%$53.92K
Rydex Series Funds0.64%$53.87K
Rocket Companies Inc0.64%$53.74K
Public Storage0.64%$53.36K
Block Inc0.63%$53.02K
MSCI Inc.0.63%$52.82K
The Hartford Insurance Group Inc.0.63%$52.33K
Prudential Financial, Inc.0.62%$51.87K
Ventas Inc.0.61%$51.28K
State Street Corp.0.60%$50.24K
Crown Castle Inc.0.59%$49.68K
M&T Bank Corporation0.58%$48.58K
Huntington Bancshares Incorporated0.58%$48.36K
HDFC Bank Ltd.0.58%$48.19K
Fiserv Inc.0.54%$45.37K
Cboe Global Markets Inc0.54%$45.25K
Vici Properties Inc0.53%$44.72K
Iron Mountain Inc.0.53%$44.23K
Popular, Inc.0.53%$44.14K
Raymond James Financial Inc.0.52%$43.58K
Extra Space Storage, Inc.0.52%$43.40K
LPL Financial Holdings Inc.0.52%$43.32K
Citizens Financial Group Inc0.52%$43.30K
Northern Trust Corporation0.52%$43.27K
Synchrony Financial0.51%$42.99K
Tradeweb Markets Inc0.50%$42.12K
Regions Financial Corporation0.50%$41.77K
Fidelity National Information Services Inc0.49%$41.23K
KeyCorp0.49%$41.12K
Cincinnati Financial Corporation0.49%$40.91K
AvalonBay Communities, Inc.0.48%$39.86K
Equity Residential0.47%$39.33K
Principal Financial Group Inc.0.46%$38.84K
Price T Rowe Group Inc.0.46%$38.22K
Weyerhaeuser Company0.44%$36.96K
Sofi Technologies Inc0.44%$36.94K
Brookfield Asset Management Ltd0.44%$36.85K
Brown & Brown Inc0.44%$36.84K
Corpay Inc0.43%$35.79K
W.R. Berkley Corporation0.42%$35.39K
SBA Communications Corp.0.42%$35.28K
Blue Owl Capital Inc0.41%$34.16K
Global Payments Inc0.40%$33.78K
TPG Inc0.40%$33.26K
Toast Inc0.39%$32.90K
Annaly Capital Management, Inc.0.39%$32.89K
Affirm Holdings Inc0.39%$32.81K
East West Bancorp Inc0.39%$32.67K
Sun Communities, Inc.0.39%$32.37K
Regency Centers Corp.0.38%$32.16K
Invitation Homes, Inc.0.38%$32.01K
Carlyle Group Inc0.38%$31.89K
Host Hotels & Resorts Inc0.38%$31.50K
Mid-America Apartment Communities, Inc.0.38%$31.38K
Pinnacle Financial Partners, Inc.0.37%$31.27K
Ares Capital Corp.0.37%$30.89K
Lamar Advertising Company0.35%$29.51K
Invesco Ltd0.35%$28.98K
Ally Financial Inc.0.35%$28.95K
First Horizon Corporation0.34%$28.75K
Healthpeak Properties Inc0.34%$28.52K
Agnc Investment Corp0.34%$28.41K
Gaming and Leisure Properties Inc0.34%$28.22K
Henry Jack & Associates Inc.0.34%$28.13K
Equitable Holdings Inc0.33%$27.87K
UDR Inc0.33%$27.46K
Equity Lifestyle Properties Inc0.33%$27.40K
Wintrust Financial Corporation0.32%$26.54K
Zions Bancorporation Natl Assn Global Bank0.31%$25.58K
SEI Investments Co0.30%$25.35K
FactSet Research Systems Inc.0.30%$25.17K
Columbia Banking System Inc.0.30%$24.80K
First Citizens BancShares Inc (Delaware)0.29%$24.50K
J.p. Morgan Securities LLC0.29%$24.41K
Old National Bancorp0.29%$24.00K
UMB Financial Corp.0.28%$23.57K
Franklin Resources Inc.0.28%$23.45K
Jefferies Financial Group Inc0.28%$23.36K
Commerce Bancshares, Inc. (mo)0.28%$23.12K
Corebridge Financial Inc.0.28%$23.07K
Merrill Lynch, Pierce, Fenner & Smith Incorporated0.27%$22.18K
Erie Indemnity Co0.26%$21.86K
Galaxy Digital Inc.0.26%$21.64K
Valley National Bancorp.0.25%$21.01K
Hancock Whitney Corporation0.23%$19.52K
Bank OZK0.23%$19.09K
Slm Corp. (sallie Mae)0.21%$17.53K
Selective Insurance Group Inc.0.20%$17.11K
Hamilton Lane Inc0.20%$16.50K
Brighthouse Financial Inc.0.19%$15.63K
MarketAxess Holdings Inc.0.18%$14.68K
Oscar Health Inc0.17%$14.56K
Remitly Global, Inc.0.17%$14.56K
Shift4 Payments Inc0.17%$13.91K
Upstart Holdings Inc0.16%$13.00K
Euronet Worldwide, Inc.0.15%$12.88K
Webull Corp.0.13%$10.70K
Morningstar Inc0.10%$8.79K
Dave Inc0.06%$5.22K
Sezzle Inc.0.05%$4.24K

C000010385 overview: performance, fees, allocation and SEC filings