SWMCX Holdings Information

SWMCX is a mutual fund with a total of 799 individual holdings. The top holdings are Western Digital stock at 0.66%, The Bank of New York Mellon Corporation at 0.64%, Howmet Aerospace at 0.64%, Royal Caribbean Cruises at 0.63%, and Corning at 0.62%.

Total Holdings

799

Top 10 Percentage

6.06%

Asset Class

Equity

Fund Category

Mid-Cap Blend

Assets

2.37B

Forward PE Ratio

17.83

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	WDC	Western Digital Corporation	0.66%	62,386
2	BK	The Bank of New York Mellon Corporation	0.64%	127,942
3	HWM	Howmet Aerospace Inc.	0.64%	73,528
4	RCL	Royal Caribbean Cruises Ltd.	0.63%	46,458
5	GLW	Corning Incorporated	0.62%	143,164
6	CMI	Cummins Inc.	0.61%	25,236
7	SNDK	Sandisk Corporation	0.60%	24,728
8	HOOD	Robinhood Markets, Inc.	0.57%	135,707
9	VRT	Vertiv Holdings Co	0.55%	69,760
10	PWR	Quanta Services, Inc.	0.54%	27,004
11	HLT	Hilton Worldwide Holdings Inc.	0.52%	41,822
12	COR	Cencora, Inc.	0.51%	33,575
13	WBD	Warner Bros. Discovery, Inc.	0.49%	427,076
14	LHX	L3Harris Technologies, Inc.	0.49%	34,245
15	SPG	Simon Property Group, Inc.	0.48%	59,409
16	ROST	Ross Stores, Inc.	0.46%	58,426
17	KMI	Kinder Morgan, Inc.	0.46%	356,582
18	PSX	Phillips 66	0.45%	73,895
19	DLR	Digital Realty Trust, Inc.	0.44%	63,090
20	O	Realty Income Corporation	0.43%	167,905
21	NET	Cloudflare, Inc.	0.43%	57,484
22	BKR	Baker Hughes Company	0.43%	181,850
23	VLO	Valero Energy Corporation	0.43%	55,739
24	CVNA	Carvana Co.	0.42%	24,788
25	F	Ford Motor Company	0.42%	715,835

Showing 25 of 799 holdings

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As of Jan 31, 2026