SLMCX Mutual Fund

NAV$221.38
Showing 10 of 75 holdings(as of Feb 27, 2026)Top 10 Weight: 53.73%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1BEBloom Energy Corporation Class A10.63%13,914,556$2.17B-3.27MIndustrialsElectrical Equipment
2LRCXLam Research Corp7.91%6,893,278$1.61B-1.30MUnknownUnknown
3-City Of Wamego Ks 3.5 04/15/20325.02%1,023,265,956$1.02BProProPro
4AMATApplied Materials, Inc.4.84%2,647,661$985.72MProProPro
5WDCWestern Digital Corp Company Guar 11/28 34.71%3,430,357$959.47MProProPro
6NVDANvidia Corp.4.70%5,406,788$958.03MProProPro
7AVGOBroadcom Inc4.47%2,846,728$909.67MProProPro
8GOOGLAlphabet Inc Common Stock USD 0.0014.33%2,830,929$882.57MProProPro
9MRVLMarvell Technology Group Ltd. [Mrvl]4.09%10,195,038$832.83MProProPro
10MSFTMicrosoft Corp3.03%1,569,650$616.46MProProPro
See the other 65 holdings of SLMCX
Every position with sector, industry and share changes, as reported Feb 27, 2026.
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Top Holdings Themes

Clean EnergyClimate SolutionsHydrogen EconomyEnergy SecurityEnvironmental SolutionsSemiconductorsManufacturingData & AnalyticsCloud ComputingSupply ChainNetworking InfrastructureArtificial IntelligenceInternet & DigitalDigital Advertising5G Infrastructure

SLMCX Mutual Fund Top Holdings

SLMCX holdings top 10 positions. The top 10 holdings account for 53.7% of the fund, led by Bloom Energy Corporation Class A at 10.6%, Lam Research Corp at 7.9%, City Of Wamego Ks 3.5 04/15/2032 at 5.0%.

SLMCX portfolio concentration is relatively high, with the top 10 representing 53.7% of total assets. The largest sector exposure is Information Technology at 56.6%.

SLMCX sector allocation provides a detailed breakdown. SLMCX overlap tool shows how holdings compare to other funds in your portfolio.