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
$2.17B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$8.3M
2 +$7.39M
3 +$2.54M
4
RTX icon
RTX Corp
RTX
+$2.27M
5
APP icon
Applovin
APP
+$2.21M

Top Sells

1 +$22.6M
2 +$8.69M
3 +$6.67M
4
THC icon
Tenet Healthcare
THC
+$5.41M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M

Sector Composition

1 Technology 42.51%
2 Consumer Discretionary 14.25%
3 Communication Services 12.89%
4 Healthcare 10.16%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9.77K ﹤0.01%
117
302
$4.79K ﹤0.01%
228
303
-8,923
304
-56,034
305
-8,009
306
-7,997
307
-14,332
308
-19,543
309
-28,171
310
-16,522