SCM

Silvant Capital Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 40.04%
This Quarter Est. Return
1 Year Est. Return
+40.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$12.1M
3 +$12M
4
NVDA icon
NVIDIA
NVDA
+$7.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.14M

Top Sells

1 +$23M
2 +$10.3M
3 +$5.9M
4
HOOD icon
Robinhood
HOOD
+$5.22M
5
APO icon
Apollo Global Management
APO
+$3.9M

Sector Composition

1 Technology 47.2%
2 Communication Services 13.57%
3 Consumer Discretionary 13.06%
4 Industrials 9.58%
5 Healthcare 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APD icon
251
Air Products & Chemicals
APD
$58.2B
$75.5K ﹤0.01%
277
MCO icon
252
Moody's
MCO
$87.3B
$74.8K ﹤0.01%
157
AMP icon
253
Ameriprise Financial
AMP
$44B
$74.7K ﹤0.01%
152
AMT icon
254
American Tower
AMT
$83.7B
$73.5K ﹤0.01%
382
NKE icon
255
Nike
NKE
$97.1B
$73.1K ﹤0.01%
1,048
AVB icon
256
AvalonBay Communities
AVB
$25.4B
$72.4K ﹤0.01%
375
MMC icon
257
Marsh & McLennan
MMC
$89.8B
$72.1K ﹤0.01%
358
OKE icon
258
Oneok
OKE
$47.9B
$69.5K ﹤0.01%
953
DOW icon
259
Dow Inc
DOW
$16.3B
$68.5K ﹤0.01%
2,988
CL icon
260
Colgate-Palmolive
CL
$62.6B
$68.2K ﹤0.01%
853
CEG icon
261
Constellation Energy
CEG
$115B
$68.1K ﹤0.01%
207
ICE icon
262
Intercontinental Exchange
ICE
$90.7B
$68.1K ﹤0.01%
404
HAS icon
263
Hasbro
HAS
$11.5B
$67.4K ﹤0.01%
889
BBY icon
264
Best Buy
BBY
$15.6B
$67.3K ﹤0.01%
890
OMC icon
265
Omnicom Group
OMC
$22.3B
$65.9K ﹤0.01%
808
STT icon
266
State Street
STT
$34B
$63.6K ﹤0.01%
548
WELL icon
267
Welltower
WELL
$140B
$62K ﹤0.01%
348
IVZ icon
268
Invesco
IVZ
$11.2B
$60.8K ﹤0.01%
2,649
AVY icon
269
Avery Dennison
AVY
$13.5B
$59.7K ﹤0.01%
368
EOG icon
270
EOG Resources
EOG
$60.9B
$59.2K ﹤0.01%
528
IPG
271
DELISTED
Interpublic Group of Companies
IPG
$59.1K ﹤0.01%
2,118
WHR icon
272
Whirlpool
WHR
$4.49B
$58.2K ﹤0.01%
740
HBAN icon
273
Huntington Bancshares
HBAN
$26.9B
$55.6K ﹤0.01%
3,217
BX icon
274
Blackstone
BX
$117B
$53.8K ﹤0.01%
315
AIG icon
275
American International
AIG
$41.7B
$52.2K ﹤0.01%
665