SCM
Silvant Capital Management Portfolio holdings
AUM
$2.83B
1-Year Est. Return
40%
1 Year Est. Return
+40%
AUM
$2.64B
AUM Growth
+$469M
(+22%)
Holding
320
Top Buys
| 1 | +$40.7M | |
| 2 | +$18.1M | |
| 3 | +$10.1M | |
| 4 |
Howmet Aerospace
HWM
|
+$10.1M |
| 5 |
GE Vernova
GEV
|
+$10M |
Top Sells
| 1 | +$25.6M | |
| 2 | +$18.6M | |
| 3 | +$17.8M | |
| 4 |
Royal Caribbean
RCL
|
+$13.5M |
| 5 |
Applovin
APP
|
+$8.63M |
Sector Composition
| 1 | Technology | 44.85% |
| 2 | Consumer Discretionary | 13.56% |
| 3 | Communication Services | 13.43% |
| 4 | Industrials | 9.93% |
| 5 | Financials | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Halliburton
HAL
$23B
| $17.1K | ﹤0.01% |
839
|
|
||
302
Campbell Soup
CPB
$9.32B
| $14.2K | ﹤0.01% |
464
|
|
||
303
Allstate
ALL
$56.1B
| $13.7K | ﹤0.01% |
68
|
|
||
304
Wynn Resorts
WYNN
$12.6B
| $11K | ﹤0.01% |
117
|
|
||
305
APA Corp
APA
$8.79B
| $4.17K | ﹤0.01% |
228
|
|
||
306
Adobe
ADBE
$139B
| – | – |
-7,141
|
|
||
307
Churchill Downs
CHDN
$6.92B
| – | – |
-19,345
|
|
||
308
Chipotle Mexican Grill
CMG
$41.7B
| – | – |
-59,743
|
|
||
309
Cooper Companies
COO
$14.3B
| – | – |
-37,452
|
|
||
310
Domino's
DPZ
$13.9B
| – | – |
-9,180
|
|
||
311
Global E Online
GLBE
$6.03B
| – | – |
-33,208
|
|
||
312
Chart Industries
GTLS
$9.15B
| – | – |
-18,068
|
|
||
313
Hexcel
HXL
$5.5B
| – | – |
-61,194
|
|
||
314
MongoDB
MDB
$28.7B
| – | – |
-11,301
|
|
||
315
Palo Alto Networks
PANW
$140B
| – | – |
-44,292
|
|
||
316
Pool Corp
POOL
$9.03B
| – | – |
-8,518
|
|
||
317
Sweetgreen
SG
$724M
| – | – |
-37,941
|
|
||
318
Sarepta Therapeutics
SRPT
$1.97B
| – | – |
-28,009
|
|
||
319
Uber
UBER
$190B
| – | – |
-44,889
|
|
||
320
Viking Therapeutics
VKTX
$4.42B
| – | – |
-17,231
|
|