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
101
$507K 0.17%
9,833
-142
102
$505K 0.17%
7,491
+310
103
$501K 0.17%
8,650
-10
104
$500K 0.17%
6,435
-66
105
$492K 0.17%
32,765
-1,415
106
$491K 0.17%
9,833
+366
107
$489K 0.16%
12,350
-308
108
$487K 0.16%
3,175
109
$482K 0.16%
11,113
+320
110
$480K 0.16%
2,771
111
$478K 0.16%
+12,231
112
$478K 0.16%
9,770
-37
113
$474K 0.16%
13,070
+910
114
$463K 0.16%
2,420
115
$451K 0.15%
5,261
+75
116
$449K 0.15%
3,682
117
$447K 0.15%
10,677
-745
118
$435K 0.15%
5,396
+401
119
$434K 0.15%
4,381
+161
120
$434K 0.15%
3,634
-30
121
$432K 0.15%
4,939
-236
122
$428K 0.14%
29,800
+3,800
123
$427K 0.14%
6,530
+40
124
$425K 0.14%
3,294
-37
125
$421K 0.14%
14,030