SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+1.23%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$560M
AUM Growth
-$74.7M
(-12%)
Cap. Flow
-$77M
Cap. Flow
% of AUM
-13.75%
Top 10 Holdings %
Top 10 Hldgs %
44.6%
Holding
340
New
9
Increased
8
Reduced
106
Closed
11
Top Buys
| 1 |
Tesla
TSLA
|
$1.18M |
| 2 |
DraftKings
DKNG
|
$1.17M |
| 3 |
SentinelOne
S
|
$1.13M |
| 4 |
S&P Global
SPGI
|
$897K |
| 5 |
United Parcel Service
UPS
|
$790K |
Top Sells
| 1 |
Microsoft
MSFT
|
$8.2M |
| 2 |
Apple
AAPL
|
$8.04M |
| 3 |
Amazon
AMZN
|
$5.06M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.09M |
| 5 |
Equinix
EQIX
|
$3.09M |
Sector Composition
| 1 | Technology | 31.93% |
| 2 | Healthcare | 14.26% |
| 3 | Consumer Discretionary | 14.14% |
| 4 | Financials | 13.68% |
| 5 | Communication Services | 12.49% |
