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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Vanguard Financials: holdings, performance and fees
1Y return+1.8%
3Y return+57.8%
5Y return+58.3%
Top 10 holdings
| Holding | Weight |
|---|---|
| JPMORGAN CHASE & CO. | 9.5% |
| BERKSHIRE HATHAWAY INC. | 8.1% |
| MASTERCARD INCORPORATED | 4.9% |
| BANK OF AMERICA CORPORATION | 4.5% |
| VISA INC. | 4.3% |
| Goldman Sachs Group Inc ORD | 3.3% |
| WELLS FARGO & COMPANY | 3.0% |
| MORGAN STANLEY | 2.9% |
| CITIGROUP INC. | 2.6% |
| AMERICAN EXPRESS COMPANY | 2.1% |
Top countries
- US100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN