SWMCX Mutual Fund

SWMCX Mutual Fund

NAV$16.42
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Showing the top 10 of 812 holdings · as of Aug 31, 2026
Top 10 weight
6.04%
SWMCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SNOW
Snowflake IncInfo Tech · Software
0.79%		0.8%68,506$22.70MInfo TechSoftware
2
MPC
Marathon Petroleum CorpEnergy · Oil & Gas
0.78%		1.6%60,175$22.46MEnergyOil & Gas
Sector and industry · Pro
3
PSX
Phillips 66
0.71%		2.3%82,004$20.22M
4—Cloudflare Inc (180 Day Lockup)
0.69%		3.0%64,639$19.72M
5
HOOD
Robinhood Markets Inc - A
0.57%		3.5%157,141$16.47M
6
DDOG
Datadog Inc
0.56%		4.1%67,185$15.93M
7
WBD
Warner Bros. Discovery, Inc
0.49%		4.6%492,094$14.04M
8
HPE
Hewlett Packard Enterprise Co
0.49%		5.1%270,872$14.15M
9
DLR
Digital Realty Trust Inc.
0.48%		5.6%74,032$13.74M
10
SPG
Simon Property Group Inc
0.48%		6.0%65,374$13.88M
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Themes in the top 10
Cloud ComputingData & AnalyticsArtificial IntelligenceInternet & DigitalSupply ChainEnergy TransitionEnergy SecurityHydrogen EconomyCybersecurityNetworking InfrastructureInvestment TechnologyPaymentsGlobal BankingMarket InfrastructureDigital Banking

SWMCX Mutual Fund Top Holdings

SWMCX holdings top 10 positions. The top 10 holdings account for 6.0% of the fund, led by Snowflake Inc at 0.8%, Marathon Petroleum Corp at 0.8%, Phillips 66 at 0.7%.

SWMCX portfolio concentration is well-diversified, with the top 10 representing 6.0% of total assets. The largest sector exposure is Information Technology at 19.4%.

SWMCX sectors provide a detailed breakdown. SWMCX overlap shows how holdings compare to other funds in your portfolio.