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
176
$455K 0.08%
3,082
+5
177
$455K 0.08%
2,573
-33
178
$453K 0.08%
64,520
+3,320
179
$452K 0.08%
5,339
-230
180
$451K 0.08%
9,660
-310
181
$448K 0.08%
4,570
+304
182
$443K 0.08%
2,753
183
$442K 0.08%
4,122
-171
184
$436K 0.08%
5,300
+20
185
$434K 0.08%
3,977
+8
186
$434K 0.08%
3,722
+191
187
$432K 0.08%
8,100
188
$431K 0.08%
4,675
+39
189
$429K 0.08%
5,630
-46
190
$419K 0.08%
2,047
+88
191
$417K 0.07%
3,062
+125
192
$412K 0.07%
5,365
-270
193
$405K 0.07%
14,514
-2,558
194
$404K 0.07%
5,967
195
$403K 0.07%
1,795
-33
196
$394K 0.07%
5,873
197
$393K 0.07%
5,361
+96
198
$383K 0.07%
10,231
-510
199
$382K 0.07%
4,408
-106
200
$378K 0.07%
6,750
6 7
8
9 10