Guggenheim Capital Stewardship Fund

Guggenheim Capital Stewardship Fund is a registered fund series of Guggenheim Funds Trust (series S000047517). Net assets $212.4M as of 2024-06-30.

Profile

Advisers

Top holdings (107 reported)

Showing 15 of 107 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$14.6M685.96%
Apple Inc$12.2M575.41%
NVIDIA Corp$11.2M528.92%
Amazon.com Inc$5.9M276.18%
Alphabet Inc$5.3M249.72%
Meta Platforms Inc$4.1M194.73%
Berkshire Hathaway Inc$4.1M193.18%
Valero Energy Corp$3.8M176.91%
Hartford Financial Services Gr$3.7M175.85%
Lockheed Martin Corp$3.6M171.71%
WW Grainger Inc$3.6M171.16%
Synchrony Financial$3.1M144.66%
Lowe's Cos Inc$3.0M140.67%
Prudential Financial Inc$2.8M132.41%
Cheniere Energy Inc$2.8M131.02%

Net asset history

Report dateNet assets
2024-06-30$212.4M
2024-03-31$218.3M
2023-12-31$199.4M
2023-09-30$183.3M
2023-06-30$191.0M
2023-03-31$184.4M
2022-12-31$181.2M
2022-09-30$167.8M

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