SC

Savant Capital Portfolio holdings

AUM $18.9B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$10.4M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M

Top Sells

1
+$21.9M
2
+$1.4M
3
+$944K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$399K
5
ECL icon
Ecolab
ECL
+$257K

Sector Composition

1 Consumer Discretionary 9.27%
2 Financials 7.95%
3 Healthcare 6.78%
4 Industrials 6.34%
5 Technology 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$251K 0.05%
1,503
+6
252
$249K 0.04%
+3,089
253
$248K 0.04%
3,330
+293
254
$246K 0.04%
4,608
+60
255
$244K 0.04%
3,060
+64
256
$240K 0.04%
5,235
257
$238K 0.04%
14,603
+821
258
$238K 0.04%
5,035
-170
259
$237K 0.04%
2,380
+20
260
$237K 0.04%
1,215
-37
261
$236K 0.04%
3,157
+11
262
$235K 0.04%
1,035
-264
263
$234K 0.04%
+4,016
264
$231K 0.04%
1,809
-142
265
$231K 0.04%
+3,347
266
$230K 0.04%
+1,675
267
$229K 0.04%
3,073
268
$225K 0.04%
5,048
269
$224K 0.04%
4,763
+12
270
$224K 0.04%
3,292
-8
271
$223K 0.04%
1,530
-50
272
$220K 0.04%
23,764
-6,259
273
$218K 0.04%
3,077
-356
274
$218K 0.04%
6,597
+112
275
$216K 0.04%
3,800
+334
9 10
11
12 13