SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
-12.18%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$459M
AUM Growth
-$89.4M
(-16%)
Cap. Flow
-$8.67M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
43.19%
Holding
344
New
11
Increased
17
Reduced
60
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$2.72M |
| 2 |
AVLR
Avalara, Inc.
AVLR
|
$1.51M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.43M |
| 4 |
Apollo Global Management
APO
|
$1.22M |
| 5 |
Qualcomm
QCOM
|
$824K |
Top Sells
| 1 |
Becton Dickinson
BDX
|
$3.25M |
| 2 |
Walt Disney
DIS
|
$2.73M |
| 3 |
Tractor Supply
TSCO
|
$1.58M |
| 4 |
Dollar Tree
DLTR
|
$1.23M |
| 5 |
Etsy
ETSY
|
$1.1M |
Sector Composition
| 1 | Technology | 28.66% |
| 2 | Healthcare | 15.28% |
| 3 | Financials | 13.25% |
| 4 | Consumer Discretionary | 13.05% |
| 5 | Communication Services | 12.83% |
