SWMCX Holdings Information

SWMCX is a mutual fund with a total of 794 individual holdings. The top holdings are Sandisk stock at 1.15%, Western Digital at 1.09%, Corning at 0.94%, Vertiv Holdings Co at 0.92%, and Quanta Services at 0.79%.

Total Holdings

794

Top 10 Percentage

8.09%

Asset Class

Equity

Fund Category

Mid-Cap Blend

Assets

2.70B

Forward PE Ratio

17.87

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	SNDK	Sandisk Corporation	1.15%	27,385
2	WDC	Western Digital Corporation	1.09%	65,140
3	GLW	Corning Incorporated	0.94%	149,503
4	VRT	Vertiv Holdings Co	0.92%	72,825
5	PWR	Quanta Services, Inc.	0.79%	28,190
6	HWM	Howmet Aerospace Inc.	0.72%	76,758
7	BNY	The Bank of New York Mellon Corporation	0.68%	131,817
8	CMI	Cummins Inc.	0.68%	26,344
9	VLO	Valero Energy Corporation	0.56%	58,187
10	MPWR	Monolithic Power Systems, Inc.	0.55%	8,860
11	MPC	Marathon Petroleum Corporation	0.55%	57,560
12	CIEN	Ciena Corporation	0.55%	27,001
13	HLT	Hilton Worldwide Holdings Inc.	0.54%	43,659
14	ROST	Ross Stores, Inc.	0.53%	60,993
15	PSX	Phillips 66	0.53%	77,141
16	DLR	Digital Realty Trust, Inc.	0.51%	65,862
17	BKR	Baker Hughes Company	0.51%	189,839
18	RCL	Royal Caribbean Cruises Ltd.	0.49%	48,499
19	SPG	Simon Property Group, Inc.	0.49%	62,019
20	NET	Cloudflare, Inc.	0.47%	60,010
21	FIX	Comfort Systems USA, Inc.	0.47%	6,659
22	KMI	Kinder Morgan, Inc.	0.47%	372,247
23	LITE	Lumentum Holdings Inc.	0.47%	13,479
24	WBD	Warner Bros. Discovery, Inc.	0.46%	445,838
25	URI	United Rentals, Inc.	0.45%	12,150

Showing 25 of 794 holdings

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As of Apr 30, 2026