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
26
$4.45M 0.8%
55,082
-666
27
$4.39M 0.79%
59,819
-236
28
$4.27M 0.77%
124,353
+13,239
29
$4.21M 0.76%
30,462
+300
30
$4.2M 0.75%
37,905
-270
31
$4.17M 0.75%
135,508
+8,934
32
$4.13M 0.74%
37,318
+33,305
33
$4.1M 0.74%
14,111
+425
34
$4.03M 0.72%
47,392
-223
35
$3.4M 0.61%
49,859
+1,269
36
$3.27M 0.59%
15,285
+278
37
$3.27M 0.59%
194,846
+13,910
38
$3.22M 0.58%
172,296
+1,413
39
$3.16M 0.57%
18,884
+66
40
$3.08M 0.55%
8,277
+156
41
$3.04M 0.55%
87,171
+9,245
42
$3.03M 0.54%
26,844
+1,970
43
$2.94M 0.53%
32,572
+1,216
44
$2.77M 0.5%
17,049
+11
45
$2.75M 0.49%
31,237
-117
46
$2.58M 0.46%
61,832
+160
47
$2.58M 0.46%
72,498
+2,264
48
$2.57M 0.46%
54,265
+7,828
49
$2.56M 0.46%
41,086
+51
50
$2.52M 0.45%
47,908
-406
1
2
3 4 5