SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+27.94%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$556M
AUM Growth
+$97.3M
(+21%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-3.28%
Top 10 Holdings %
Top 10 Hldgs %
43.97%
Holding
352
New
25
Increased
29
Reduced
61
Closed
17
Top Buys
| 1 |
Boeing
BA
|
$3.32M |
| 2 |
RTX Corp
RTX
|
$1.66M |
| 3 |
FIVE9
FIVN
|
$1.64M |
| 4 |
Restaurant Brands International
QSR
|
$1.54M |
| 5 |
Twilio
TWLO
|
$1.46M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.39M |
| 2 |
Amazon
AMZN
|
$3.36M |
| 3 |
Xylem
XYL
|
$2.82M |
| 4 |
Visa
V
|
$2.41M |
| 5 |
Honeywell
HON
|
$2.04M |
Sector Composition
| 1 | Technology | 31.83% |
| 2 | Healthcare | 14.48% |
| 3 | Consumer Discretionary | 14.42% |
| 4 | Communication Services | 12.19% |
| 5 | Financials | 12.03% |
