SCM

Silvant Capital Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 33.93%
This Quarter Est. Return
1 Year Est. Return
+33.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$17.7M
3
+$14.2M
4
GEV icon
GE Vernova
GEV
+$7.1M
5
VST icon
Vistra
VST
+$5.66M

Top Sells

1
+$38.3M
2
+$20.2M
3
+$9.64M
4
LRCX icon
Lam Research
LRCX
+$9.55M
5
FICO icon
Fair Isaac
FICO
+$7.21M

Sector Composition

1 Technology 45.87%
2 Consumer Discretionary 13.06%
3 Healthcare 11.97%
4 Communication Services 10.82%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K ﹤0.01%
68
302
$11.2K ﹤0.01%
117
303
$5.58K ﹤0.01%
228
304
– –
-294
305
– –
-12,378
306
– –
-335
307
– –
-414,654
308
– –
-9,404
309
– –
-89,510
310
– –
-3,018
311
– –
-441
312
– –
-7,420
313
– –
-2,127
314
– –
-1,238
315
– –
-10,893
316
– –
-335
317
– –
-1,102
9 10 11 12
13