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

Top Buys

1
+$8.91M
2
+$7.05M
3
+$5.51M
4
WORK
Slack Technologies, Inc.
WORK
+$4.03M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$3.11M

Top Sells

1
+$7.98M
2
+$3.49M
3
+$1.87M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.74M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.61M

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
51
$3.83M 0.47%
18,019
+17
52
$3.74M 0.46%
16,501
+206
53
$3.66M 0.45%
132,515
+9,234
54
$3.59M 0.44%
31,931
-375
55
$3.35M 0.41%
56,044
+3,667
56
$3.33M 0.41%
198,076
-12,184
57
$3.29M 0.4%
47,163
+4,778
58
$3.25M 0.4%
86,349
-46,414
59
$3.11M 0.38%
+43,734
60
$3.05M 0.37%
21,071
+1,011
61
$2.98M 0.37%
45,728
+226
62
$2.93M 0.36%
176,756
+36,088
63
$2.92M 0.36%
99,017
+3,833
64
$2.89M 0.35%
57,322
-8,796
65
$2.86M 0.35%
25,143
-56
66
$2.83M 0.35%
31,564
+17
67
$2.77M 0.34%
16,737
-320
68
$2.75M 0.34%
8,450
+162
69
$2.66M 0.33%
39,780
+740
70
$2.66M 0.33%
14,718
-716
71
$2.62M 0.32%
50,877
-1,213
72
$2.57M 0.32%
18,824
+658
73
$2.55M 0.31%
34,178
-3,546
74
$2.51M 0.31%
46,606
+1,420
75
$2.45M 0.3%
30,443
+15,189
1 2
3
4 5