SCM

Silvant Capital Management Portfolio holdings

AUM $2.96B
1-Year Est. Return 33.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$12.3M
3 +$8.68M
4
AAPL icon
Apple
AAPL
+$6.2M
5
EXPE icon
Expedia Group
EXPE
+$5.85M

Top Sells

1 +$26.8M
2 +$21.9M
3 +$4.93M
4
PLTR icon
Palantir
PLTR
+$4.89M
5
LLY icon
Eli Lilly
LLY
+$3.53M

Sector Composition

1 Technology 44.18%
2 Communication Services 14.93%
3 Consumer Discretionary 13.55%
4 Industrials 9.57%
5 Healthcare 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEP icon
276
American Electric Power
AEP
$71.3B
$50.6K ﹤0.01%
439
BX icon
277
Blackstone
BX
$86.5B
$48.6K ﹤0.01%
315
SLB icon
278
SLB Ltd
SLB
$70.1B
$48.2K ﹤0.01%
1,257
LOW icon
279
Lowe's Companies
LOW
$141B
$47K ﹤0.01%
195
EQIX icon
280
Equinix
EQIX
$92.1B
$46K ﹤0.01%
60
O icon
281
Realty Income
O
$60.6B
$44.9K ﹤0.01%
796
PCAR icon
282
PACCAR
PCAR
$63.3B
$43.5K ﹤0.01%
397
LIN icon
283
Linde
LIN
$225B
$42.6K ﹤0.01%
100
BXP icon
284
Boston Properties
BXP
$8.39B
$41.4K ﹤0.01%
614
TROW icon
285
T. Rowe Price
TROW
$19.7B
$39K ﹤0.01%
381
MAR icon
286
Marriott International
MAR
$85.8B
$38.8K ﹤0.01%
125
VICI icon
287
VICI Properties
VICI
$31.7B
$35.4K ﹤0.01%
1,260
ADM icon
288
Archer Daniels Midland
ADM
$32.5B
$35.4K ﹤0.01%
616
GIS icon
289
General Mills
GIS
$23.6B
$34.8K ﹤0.01%
748
EIX icon
290
Edison International
EIX
$27.6B
$33K ﹤0.01%
550
DOCU
291
DocuSign
DOCU
$9.75B
$32.7K ﹤0.01%
478
-27
COIN icon
292
Coinbase
COIN
$52.1B
$32.1K ﹤0.01%
142
-9,794
WEC icon
293
WEC Energy
WEC
$37.7B
$30.6K ﹤0.01%
290
CCL icon
294
Carnival Corp
CCL
$35.7B
$28.8K ﹤0.01%
944
NOC icon
295
Northrop Grumman
NOC
$107B
$27.9K ﹤0.01%
49
FDX icon
296
FedEx
FDX
$84.4B
$27.7K ﹤0.01%
96
EXC icon
297
Exelon
EXC
$50.5B
$27.1K ﹤0.01%
622
SRE icon
298
Sempra
SRE
$60.5B
$26.8K ﹤0.01%
304
KEY icon
299
KeyCorp
KEY
$21.6B
$26.6K ﹤0.01%
1,291
PPG icon
300
PPG Industries
PPG
$23.8B
$25.1K ﹤0.01%
245