SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+12.35%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$585M
AUM Growth
+$25.3M
(+4.5%)
Cap. Flow
-$29.8M
Cap. Flow
% of AUM
-5.1%
Top 10 Holdings %
Top 10 Hldgs %
46.14%
Holding
338
New
9
Increased
8
Reduced
156
Closed
5
Top Buys
| 1 |
Netflix
NFLX
|
$3.4M |
| 2 |
NVIDIA
NVDA
|
$1.94M |
| 3 |
Pfizer
PFE
|
$1.68M |
| 4 |
Natera
NTRA
|
$1.36M |
| 5 |
Union Pacific
UNP
|
$666K |
Top Sells
| 1 |
Visa
V
|
$4.91M |
| 2 |
Microsoft
MSFT
|
$2.93M |
| 3 |
Mastercard
MA
|
$2.89M |
| 4 |
Apple
AAPL
|
$2.87M |
| 5 |
Comcast
CMCSA
|
$2.47M |
Sector Composition
| 1 | Technology | 35% |
| 2 | Healthcare | 14.27% |
| 3 | Consumer Discretionary | 13.55% |
| 4 | Communication Services | 11.79% |
| 5 | Financials | 11.44% |
