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
$297M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$3.08M
3
+$685K
4
GHC icon
Graham Holdings Company
GHC
+$538K
5
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
+$478K

Top Sells

1
+$820K
2
+$811K
3
+$683K
4
GXC icon
SPDR S&P China ETF
GXC
+$577K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Financials 9.94%
2 Healthcare 7.96%
3 Industrials 5.26%
4 Technology 3.67%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.64%
38,873
+299
27
$1.9M 0.64%
14,946
-118
28
$1.81M 0.61%
56,817
+1,038
29
$1.81M 0.61%
25,875
+478
30
$1.77M 0.6%
66,168
-1,699
31
$1.75M 0.59%
29,706
-868
32
$1.64M 0.55%
80,020
+1,485
33
$1.61M 0.54%
36,425
+680
34
$1.53M 0.52%
13,446
+195
35
$1.34M 0.45%
13,019
36
$1.33M 0.45%
17,030
-317
37
$1.33M 0.45%
9,741
-490
38
$1.3M 0.44%
13,514
-446
39
$1.27M 0.43%
13,785
-1,007
40
$1.27M 0.43%
8,147
-524
41
$1.19M 0.4%
17,596
+276
42
$1.16M 0.39%
11,385
-360
43
$1.11M 0.37%
11,641
+2,347
44
$1.1M 0.37%
35,318
+7,827
45
$1.08M 0.36%
49,720
+5,420
46
$1.07M 0.36%
108,010
-20
47
$1.06M 0.36%
17,990
-176
48
$1.06M 0.36%
69,342
+13,570
49
$1.05M 0.35%
8,443
-634
50
$1.04M 0.35%
11,159
-17
1
2
3 4 5