SMid-Cap Composite Top Ten Holdings as of September 30, 2018 Totaled 38.0%

InitiatedCompanyWeightCompany Description
04/18Catalent Inc.4.1%Drug delivery solutions provider
03/17Planet Fitness3.9%Budget fitness centers
01/12Encompass Health3.9%Inpatient rehabilitation services
02/16Leidos Holdings3.9%Technology and intelligence contractor
06/18Aramark3.9%Food and facilities services
03/18Flir Systems3.8%Advanced imaging solutions
03/14PVH3.7%Global branded apparel
12/10WEX3.6%Payment processor
03/14Xylem3.6%Water treatment & management (provider)
01/18Kratos Def. & Security3.6%Aerospace defense contractor

This information supplements the SMid-Cap Equity Composite Presentation. The portfolio is actively managed, so the holdings and weights mentioned above may not be current. They should not be considered recommendations to buy or sell any security, and you should not assume these investments have been or will be profitable. The holdings recommended do not represent all of the securities purchased, sold or recommended for advisory clients.