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SWMCX Mutual Fund Holdings Information

Holdings Count
798
Total Assets
1.76B
Top 10 Percentage
6.25%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
798 Holdings
798 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Palantir Technologies Inc.
1.35%
$23.71M
$326.14B
442.06%
3 Buy
10 Hold
4 Sell
Hold
AppLovin Corp. Class A
0.79%
$13.85M
$121.97B
325.99%
16 Buy
3 Hold
0 Sell
Strong Buy
Arthur J. Gallagher
0.60%
$10.60M
$80.96B
21.10%
7 Buy
6 Hold
0 Sell
Moderate Buy
Williams Companies
0.55%
$9.64M
$71.43B
41.40%
9 Buy
6 Hold
0 Sell
Moderate Buy
Bank of New York Mellon Corporation
0.52%
$9.07M
$64.22B
56.10%
5 Buy
5 Hold
0 Sell
Moderate Buy
Royal Caribbean Cruises
0.51%
$9.03M
$71.25B
76.78%
15 Buy
3 Hold
0 Sell
Strong Buy
Hilton Worldwide Holdings Inc.
0.50%
$8.76M
$58.70B
14.61%
5 Buy
6 Hold
0 Sell
Moderate Buy
AFLAC Incorporated
0.49%
$8.56M
$55.19B
15.33%
3 Buy
8 Hold
1 Sell
Hold
Coinbase Global, Inc.
0.48%
$8.43M
$64.66B
25.15%
13 Buy
11 Hold
0 Sell
Moderate Buy
Vistra Energy
0.46%
$8.14M
$60.32B
106.82%
8 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

17.76%Technology16.35%Industrials14.85%Financial11.60%Consumer Cyclical9.37%Healthcare7.48%Real Estate5.39%Utilities5.37%Energy4.40%Basic Materials3.42%Communication Services3.40%Consumer Defensive0.36%General0.22%Consumer Goods0.03%Services17.76%Technology
Technology
17.76%
Industrials
16.35%
Financial
14.85%
Consumer Cyclical
11.60%
Healthcare
9.37%
Real Estate
7.48%
Utilities
5.39%
Energy
5.37%
Basic Materials
4.40%
Communication Services
3.42%
Consumer Defensive
3.40%
General
0.36%
Consumer Goods
0.22%
Services
0.03%

Countries Breakdown

99.06%United States0.13%Canada99.06%United States
United States
99.06%
Canada
0.13%

Breakdown By Smart Score

8.49%Outperform1011.67%Outperform911.88%Outperform820.45%Neutral714.07%Neutral611.53%Neutral57.50%Neutral46.01%Underperform35.46%Underperform22.95%Underperform16
The weighted average smart score of the SWMCX Mutual Fund is 6
10
8.49%
9
11.67%
8
11.88%
7
20.45%
6
14.07%
5
11.53%
4
7.50%
3
6.01%
2
5.46%
1
2.95%

SWMCX Mutual Funds FAQ

What are Mutual Funds SWMCX’s top 3 holdings?
SWMCX’s top 3 holdings are PLTR, APP, AJG.
    What is Mutual Funds SWMCX’s holdings count?
    Mutual Funds SWMCX’s is holdings 798 different assets.
      What are the total assets of Mutual Funds SWMCX?
      Mutual Funds SWMCX’s total assets are 1.76B.
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