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SW · Smurfit Westrock plc · Held by Funds

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$44.10 -0.28 (-0.63%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$24.34B
Shares
524.52M
Volume · Sep 30 5.25M Avg daily vol (3M) 4.8M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SW

247 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 16,648,389 $770,154,475 0.03%
VANGUARD 500 INDEX FUND 13,595,864 $628,944,669 0.04%
VANGUARD SMALL-CAP INDEX FUND 12,027,141 $556,375,543 0.29%
College Retirement Equities Fund - Total Global Stock Account 10,776,688 $498,529,587 0.34%
VANGUARD SMALL-CAP VALUE INDEX FUND 7,619,281 $352,467,939 0.52%
CAUSEWAY INTERNATIONAL VALUE FUND 5,571,516 $257,738,330 1.34%
Invesco S&P 500 Equal Weight ETF 4,783,736 $219,908,344 0.23%
College Retirement Equities Fund - Global Equities Account 3,072,908 $142,152,724 0.37%
VANGUARD INSTITUTIONAL INDEX FUND 2,846,874 $131,696,391 0.04%
Nuveen Dividend Growth Fund 2,109,246 $96,962,039 1.53%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2,102,150 $96,635,836 0.10%
Nuveen Large Cap Value Fund 1,487,252 $68,368,974 1.04%
VANGUARD MATERIALS INDEX FUND 1,515,517 $62,363,525 1.38%
Nuveen International Equity Fund 1,216,183 $55,907,933 1.02%
iShares Russell 1000 Value ETF 1,163,637 $53,829,848 0.07%
Nuveen Dividend Value Fund 1,018,323 $46,812,308 1.35%
BBH Partner Fund - International Equity 926,675 $42,599,250 1.72%
Pear tree polaris foreign value fund 757,646 $35,048,704 2.35%
Dimensional U.S. Core Equity 2 ETF 712,763 $32,765,715 0.07%
SOUND SHORE FUND 641,930 $29,695,682 2.98%
ALPS Sector Dividend Dogs ETF 656,710 $27,023,617 1.95%
Invesco S&P 500 Pure Value ETF 573,636 $26,370,047 1.57%
Nuveen Multi Cap Value Fund 495,322 $22,913,596 1.82%
Nuveen International Opportunities Fund 465,879 $21,416,458 0.80%
VANGUARD TOTAL WORLD STOCK INDEX FUND 451,442 $20,752,789 0.02%
Nuveen Equity Index Fund 415,751 $19,112,073 0.03%
iShares Global Timber & Forestry ETF 410,520 $18,990,655 7.70%
Avantis U.S. Large Cap Value ETF 446,159 $18,359,443 0.14%
Nuveen Mid Cap Value Fund 391,713 $18,007,047 1.07%
iShares MSCI USA Value Factor ETF 388,491 $17,858,931 0.20%
iShares Russell 1000 ETF 363,550 $16,817,823 0.03%
Dimensional U.S. Marketwide Value ETF 337,808 $15,529,034 0.10%
Brown Advisory Sustainable Value ETF 309,310 $14,308,681 3.50%
Global Equity Fund 335,237 $13,795,003 1.22%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 331,656 $13,647,644 0.06%
Invesco S&P 500 Revenue ETF 329,746 $13,569,048 0.15%
John Hancock Multifactor Mid Cap ETF 291,073 $13,465,037 0.23%
Invesco Equally-Weighted S&P 500 Fund 318,590 $13,109,979 0.18%
VANGUARD BALANCED INDEX FUND 283,241 $13,102,729 0.02%
Overseas Fund 253,698 $11,662,497 0.61%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 250,683 $11,596,596 0.03%
VANGUARD FTSE SOCIAL INDEX FUND 270,366 $11,125,561 0.04%
College Retirement Equities Fund - S&P 500 Index Account 221,277 $10,236,274 0.04%
Catholic Responsible Investments International Equity Fund 214,636 $9,866,817 0.41%
Dimensional US Large Cap Value ETF 207,738 $9,549,716 0.14%
Nuveen Large Cap Value Index Fund 191,191 $8,789,050 0.06%
POLARIS GLOBAL VALUE FUND 187,752 $8,685,408 1.51%
Avantis U.S. Equity ETF 192,209 $7,909,400 0.06%
iShares MSCI ACWI ETF 168,449 $7,743,601 0.02%
Invesco S&P 500 Equal Weight Materials ETF 167,959 $7,721,075 4.35%
Showing 1–50 of 247 positions
Key facts CIK 2005951 CUSIP G8267P108 13F (30d) 11 filings 10 filers Visit website Investor relations