SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+10.61%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$811M
AUM Growth
+$1.5M
(+0.19%)
Cap. Flow
-$70.3M
Cap. Flow
% of AUM
-8.67%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
354
New
14
Increased
39
Reduced
103
Closed
14
Top Buys
| 1 |
Mastercard
MA
|
$8.38M |
| 2 |
CVS Health
CVS
|
$3.86M |
| 3 |
Agilent Technologies
A
|
$1.45M |
| 4 |
Corning
GLW
|
$1.19M |
| 5 |
Wells Fargo
WFC
|
$1.08M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$10.1M |
| 2 |
Apple
AAPL
|
$5.76M |
| 3 |
Amazon
AMZN
|
$5.32M |
| 4 |
Cummins
CMI
|
$5.07M |
| 5 |
Microsoft
MSFT
|
$4.92M |
Sector Composition
| 1 | Technology | 25.06% |
| 2 | Financials | 16.09% |
| 3 | Healthcare | 14.98% |
| 4 | Consumer Discretionary | 12.22% |
| 5 | Industrials | 11.05% |