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
51
$2.48M 0.45%
34,130
+2,174
52
$2.46M 0.44%
96,821
+6,463
53
$2.4M 0.43%
14,714
+106
54
$2.18M 0.39%
18,611
+217
55
$2.16M 0.39%
51,439
+11,259
56
$2.13M 0.38%
17,379
-2
57
$2.03M 0.36%
+24,244
58
$2.01M 0.36%
33,360
+680
59
$1.94M 0.35%
17,316
+401
60
$1.94M 0.35%
45,191
-282
61
$1.83M 0.33%
8,834
+340
62
$1.81M 0.33%
44,239
+1,750
63
$1.8M 0.32%
30,240
-920
64
$1.79M 0.32%
+17,734
65
$1.75M 0.31%
13,819
+430
66
$1.73M 0.31%
11,506
-216
67
$1.67M 0.3%
20,010
-150
68
$1.64M 0.29%
40,670
+25,500
69
$1.64M 0.29%
52,305
+2,796
70
$1.63M 0.29%
55,221
-1,046
71
$1.62M 0.29%
33,284
-97
72
$1.61M 0.29%
9,779
-836
73
$1.6M 0.29%
6,647
-64
74
$1.54M 0.28%
114,259
-360
75
$1.53M 0.28%
9,985
-55
1 2
3
4 5