SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+11.48%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$548M
AUM Growth
+$42.3M
(+8.4%)
Cap. Flow
-$5.76M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
39.26%
Holding
347
New
14
Increased
12
Reduced
89
Closed
14
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$6.36M |
| 2 |
NVIDIA
NVDA
|
$4.53M |
| 3 |
DexCom
DXCM
|
$2.06M |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.04M |
| 5 |
Paycom
PAYC
|
$1.79M |
Top Sells
| 1 |
Adobe
ADBE
|
$8.13M |
| 2 |
Las Vegas Sands
LVS
|
$3.24M |
| 3 |
Honeywell
HON
|
$3M |
| 4 |
General Mills
GIS
|
$1.73M |
| 5 |
Emerson Electric
EMR
|
$1.61M |
Sector Composition
| 1 | Technology | 26.13% |
| 2 | Healthcare | 15.14% |
| 3 | Financials | 13.8% |
| 4 | Communication Services | 13.3% |
| 5 | Consumer Discretionary | 12.88% |
