SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+17.06%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$557M
AUM Growth
+$56.4M
(+11%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-3.3%
Top 10 Holdings %
Top 10 Hldgs %
36.32%
Holding
350
New
15
Increased
21
Reduced
85
Closed
21
Top Buys
| 1 |
TJX Companies
TJX
|
$7.79M |
| 2 |
Home Depot
HD
|
$7.42M |
| 3 |
Merck
MRK
|
$2.49M |
| 4 |
Tractor Supply
TSCO
|
$2.07M |
| 5 |
Exact Sciences
EXAS
|
$2.03M |
Top Sells
| 1 |
Booking.com
BKNG
|
$4.13M |
| 2 |
Biogen
BIIB
|
$4.01M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$3.96M |
| 4 |
NVIDIA
NVDA
|
$3.86M |
| 5 |
Morgan Stanley
MS
|
$3.43M |
Sector Composition
| 1 | Technology | 25.22% |
| 2 | Healthcare | 14.76% |
| 3 | Consumer Discretionary | 14.12% |
| 4 | Financials | 12.4% |
| 5 | Communication Services | 12.21% |
