SMid-Cap

SMid-Cap Composite Top Ten Holdings as of December 31, 2017 Totaled 39.8%

InitiatedCompanyWeightCompany Description
03/17Planet Fitness5.1%Budget fitness provider
09/16First American Financial4.1%Title insurance provider
12/16Dycom Industries4.1%Specialty telecom contractor
01/17II-VI Inc.4.0%Engineered materials manufacturer
03/14Xylem3.9%Water treatment & management
03/14PVH3.8%Global branded apparel
12/10WEX3.8%Payment processing (servicer)
04/13Live Nation3.7%Live entertainment & ticking provider
06/14Align Technology3.7%Clear dental aligner
11/14Superior Energy Services3.6%Diversified oil & gas (servicer)

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.