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
76
$1.5M 0.27%
8,518
+1,271
77
$1.48M 0.27%
44,515
+1,447
78
$1.38M 0.25%
20,376
+134
79
$1.36M 0.24%
25,468
-55
80
$1.35M 0.24%
5,067
-46
81
$1.33M 0.24%
28,792
+333
82
$1.31M 0.24%
8,410
+2,399
83
$1.3M 0.23%
+12,130
84
$1.26M 0.23%
8,736
-79
85
$1.25M 0.23%
5,334
-39
86
$1.25M 0.22%
10,783
+667
87
$1.25M 0.22%
23,612
+29
88
$1.23M 0.22%
18,023
+2,967
89
$1.2M 0.21%
7,852
-8
90
$1.19M 0.21%
4,357
+48
91
$1.19M 0.21%
106,975
92
$1.19M 0.21%
62,476
+1,680
93
$1.17M 0.21%
19,457
-1,535
94
$1.13M 0.2%
45,741
+693
95
$1.06M 0.19%
25,392
+2,024
96
$1.06M 0.19%
5,858
+15
97
$1.06M 0.19%
14,491
+766
98
$1.05M 0.19%
5,081
+131
99
$1.05M 0.19%
4,708
-173
100
$1.04M 0.19%
101,160
+8
2 3
4
5 6