SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
This Quarter Return
+6.82%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$558M
AUM Growth
+$558M
(+0.28%)
Cap. Flow
-$30.6M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
343
New
14
Increased
16
Reduced
90
Closed
7
Top Buys
| 1 |
Qualcomm
QCOM
|
$2.39M |
| 2 |
General Mills
GIS
|
$1.69M |
| 3 |
Willis Towers Watson
WTW
|
$1.64M |
| 4 |
Exact Sciences
EXAS
|
$1.33M |
| 5 |
Corning
GLW
|
$1.32M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.07M |
| 2 |
Universal Display
OLED
|
$2.55M |
| 3 |
Amazon
AMZN
|
$2.54M |
| 4 |
Wells Fargo
WFC
|
$2.31M |
| 5 |
Visa
V
|
$1.74M |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 14.74% |
| 3 | Consumer Discretionary | 13.75% |
| 4 | Financials | 12.95% |
| 5 | Communication Services | 11.97% |
