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
$815M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 7.11%
2 Industrials 6.77%
3 Technology 6.5%
4 Financials 6.41%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$265K 0.03%
6,075
-10
302
$263K 0.03%
6,960
-12,832
303
$263K 0.03%
1,362
304
$262K 0.03%
9,571
-212
305
$261K 0.03%
4,777
+55
306
$256K 0.03%
+1,789
307
$253K 0.03%
4,783
+152
308
$253K 0.03%
2,386
+36
309
$251K 0.03%
+847
310
$250K 0.03%
1,284
+57
311
$248K 0.03%
3,340
+33
312
$247K 0.03%
4,448
-879
313
$242K 0.03%
6,708
-91
314
$240K 0.03%
4,012
+194
315
$236K 0.03%
1,675
316
$236K 0.03%
854
317
$231K 0.03%
6,312
-120
318
$229K 0.03%
4,349
+10
319
$229K 0.03%
14,446
+424
320
$229K 0.03%
7,916
-14
321
$229K 0.03%
+5,445
322
$229K 0.03%
9,933
-2,400
323
$228K 0.03%
+5,249
324
$223K 0.03%
+1,243
325
$222K 0.03%
+280