SLMCX Holdings Information

SLMCX is a mutual fund with a total of 87 individual holdings. The top holdings are Bloom Energy stock at 9.35%, Lam Research at 7.44%, Marvell Technology at 5.26%, NVIDIA at 4.82%, and Broadcom at 4.55%.

Total Holdings

Top 10 Percentage

51.09%

Asset Class

Equity

Fund Category

Technology

Assets

19.55B

Forward PE Ratio

20.14

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	BE	Bloom Energy Corporation	9.35%	13,496,956
2	LRCX	Lam Research Corporation	7.44%	6,807,178
3	MRVL	Marvell Technology, Inc.	5.26%	10,388,738
4	NVDA	NVIDIA Corporation	4.82%	5,406,788
5	AVGO	Broadcom Inc.	4.55%	2,876,628
6	WDC	Western Digital Corporation	4.51%	3,259,797
7	AMAT	Applied Materials, Inc.	4.44%	2,539,261
8	GOOGL	Alphabet Inc.	4.16%	2,830,929
9	n/a	Columbia Short-Term Cash	3.57%	696,258,927
10	MSFT	Microsoft Corporation	2.97%	1,569,650
11	AAPL	Apple Inc.	2.97%	2,285,100
12	TER	Teradyne, Inc.	2.15%	1,415,302
13	GOOG	Alphabet Inc.	2.09%	1,423,460
14	WIX	Wix.com Ltd.	1.89%	4,112,537
15	CSCO	Cisco Systems, Inc.	1.85%	4,656,025
16	V	Visa Inc.	1.80%	1,161,145
17	GDDY	GoDaddy Inc.	1.71%	4,033,387
18	SYNA	Synaptics Incorporated	1.64%	4,575,900
19	NTAP	NetApp, Inc.	1.57%	3,005,415
20	ANET	Arista Networks, Inc.	1.51%	2,402,506
21	GPN	Global Payments Inc.	1.50%	4,345,748
22	HPE	Hewlett Packard Enterprise Company	1.46%	11,999,300
23	LYFT	Lyft, Inc.	1.44%	21,107,659
24	SMTC	Semtech Corporation	1.44%	3,649,446
25	TSM	Taiwan Semiconductor Manufacturing Company Limited	1.32%	761,950

Showing 25 of 87 holdings

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As of Mar 31, 2026