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
101
$1.02M 0.18%
7,889
+299
102
$1.01M 0.18%
32,602
+2,469
103
$981K 0.18%
6,150
-112
104
$978K 0.18%
13,636
+263
105
$975K 0.18%
17,151
-14
106
$970K 0.17%
5,757
+276
107
$960K 0.17%
3
+1
108
$953K 0.17%
8,382
-191
109
$916K 0.16%
17,766
-207
110
$912K 0.16%
20,712
-810
111
$904K 0.16%
3,349
+59
112
$896K 0.16%
10,990
-10
113
$870K 0.16%
6,196
114
$846K 0.15%
10,578
+125
115
$845K 0.15%
7,937
116
$843K 0.15%
10,219
117
$828K 0.15%
7,717
+143
118
$816K 0.15%
8,268
-12
119
$792K 0.14%
6,103
+39
120
$784K 0.14%
7,800
121
$784K 0.14%
15,067
-221
122
$754K 0.14%
31,258
123
$725K 0.13%
3,510
+6
124
$715K 0.13%
6,346
+45
125
$709K 0.13%
20,033
-1,267
3 4
5
6 7