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SWMCX Mutual Fund Holdings Information

Holdings Count
805
Total Assets
2.13B
Top 10 Percentage
5.83%
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
805 Holdings
805 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Royal Caribbean Cruises
0.66%
$13.97M
$82.26B
55.78%
11 Buy
3 Hold
0 Sell
Strong Buy
Coinbase Global, Inc.
0.64%
$13.51M
$88.33B
60.70%
14 Buy
11 Hold
2 Sell
Moderate Buy
Roblox Corp.
0.63%
$13.46M
$93.48B
222.50%
17 Buy
6 Hold
1 Sell
Moderate Buy
Robinhood Markets, Inc. Class A
0.62%
$13.22M
$120.68B
380.99%
13 Buy
5 Hold
1 Sell
Moderate Buy
The Bank of New York Mellon Corporation
0.59%
$12.59M
$76.52B
40.96%
8 Buy
6 Hold
0 Sell
Moderate Buy
Howmet Aerospace Inc.
0.59%
$12.50M
$77.61B
92.09%
13 Buy
0 Hold
0 Sell
Strong Buy
Vistra Energy
0.58%
$12.23M
$65.81B
49.17%
13 Buy
1 Hold
0 Sell
Strong Buy
Cloudflare Inc
0.52%
$11.11M
$74.24B
140.76%
15 Buy
8 Hold
1 Sell
Moderate Buy
Hilton Worldwide Holdings Inc.
0.51%
$10.84M
$61.39B
11.69%
7 Buy
7 Hold
0 Sell
Moderate Buy
Quanta Services
0.49%
$10.37M
$64.93B
39.77%
12 Buy
8 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

16.87%Industrials14.95%Technology13.79%Financial12.76%Consumer Cyclical8.94%Healthcare7.50%Real Estate6.28%Utilities5.68%Energy5.14%Consumer Defensive4.12%Communication Services3.74%Basic Materials0.19%General0.03%Services<0.01%Consumer Goods16.87%Industrials
Industrials
16.87%
Technology
14.95%
Financial
13.79%
Consumer Cyclical
12.76%
Healthcare
8.94%
Real Estate
7.50%
Utilities
6.28%
Energy
5.68%
Consumer Defensive
5.14%
Communication Services
4.12%
Basic Materials
3.74%
General
0.19%
Services
0.03%
Consumer Goods
<0.01%

Countries Breakdown

98.67%United States0.34%Canada98.67%United States
United States
98.67%
Canada
0.34%

Breakdown By Smart Score

10.35%Outperform1016.49%Outperform917.63%Outperform817.51%Neutral712.92%Neutral69.72%Neutral57.55%Neutral44.54%Underperform32.55%Underperform20.73%Underperform17
The weighted average smart score of the SWMCX Mutual Fund is 7
10
10.35%
9
16.49%
8
17.63%
7
17.51%
6
12.92%
5
9.72%
4
7.55%
3
4.54%
2
2.55%
1
0.73%

SWMCX Mutual Funds FAQ

What are Mutual Funds SWMCX’s top 3 holdings?
SWMCX’s top 3 holdings are RCL, COIN, RBLX.
    What is Mutual Funds SWMCX’s holdings count?
    Mutual Funds SWMCX’s is holdings 805 different assets.
      What are the total assets of Mutual Funds SWMCX?
      Mutual Funds SWMCX’s total assets are 2.13B.
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