SLMCX Holdings Information

SLMCX is a mutual fund with a total of 77 individual holdings. The top holdings are Bloom Energy stock at 10.64%, Lam Research at 7.92%, Columbia Short-Term Cash at 5.03%, Applied Materials at 4.84%, and Western Digital at 4.71%.

Total Holdings

Top 10 Percentage

53.76%

Asset Class

Equity

Fund Category

Technology

Assets

20.37B

Forward PE Ratio

22.70

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BE	Bloom Energy Corporation	10.64%	13,914,556
2	LRCX	Lam Research Corporation	7.92%	6,893,278
3	n/a	Columbia Short-Term Cash	5.03%	1,023,265,956
4	AMAT	Applied Materials, Inc.	4.84%	2,647,661
5	WDC	Western Digital Corporation	4.71%	3,430,357
6	NVDA	NVIDIA Corporation	4.70%	5,406,788
7	AVGO	Broadcom Inc.	4.47%	2,846,728
8	GOOGL	Alphabet Inc.	4.33%	2,830,929
9	MRVL	Marvell Technology, Inc.	4.09%	10,195,038
10	MSFT	Microsoft Corporation	3.03%	1,569,650
11	AAPL	Apple Inc.	2.96%	2,285,100
12	TER	Teradyne, Inc.	2.26%	1,437,817
13	GOOG	Alphabet Inc.	2.18%	1,423,460
14	V	Visa Inc.	1.83%	1,161,145
15	SYNA	Synaptics Incorporated	1.82%	4,561,900
16	GPN	Global Payments Inc.	1.63%	4,345,748
17	CSCO	Cisco Systems, Inc.	1.62%	4,150,725
18	SMTC	Semtech Corporation	1.62%	3,649,446
19	ANET	Arista Networks, Inc.	1.58%	2,402,506
20	NTAP	NetApp, Inc.	1.46%	3,005,415
21	GDDY	GoDaddy Inc.	1.44%	3,368,387
22	LYFT	Lyft, Inc.	1.43%	21,107,659
23	WIX	Wix.com Ltd.	1.40%	4,043,437
24	TSM	Taiwan Semiconductor Manufacturing Company Limited	1.35%	732,150
25	HPE	Hewlett Packard Enterprise Company	1.34%	12,708,600

Showing 25 of 77 holdings

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As of Feb 28, 2026