SCM
Silvant Capital Management Portfolio holdings
AUM
$2.88B
1-Year Est. Return
40.04%
1 Year Est. Return
+40.04%
AUM
$2.88B
AUM Growth
+$240M
(+9.1%)
Holding
313
Top Buys
| 1 | +$29.4M | |
| 2 | +$12.1M | |
| 3 | +$12M | |
| 4 |
NVIDIA
NVDA
|
+$7.2M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$5.14M |
Top Sells
| 1 | +$23M | |
| 2 | +$10.3M | |
| 3 | +$5.9M | |
| 4 |
Robinhood
HOOD
|
+$5.22M |
| 5 |
Apollo Global Management
APO
|
+$3.9M |
Sector Composition
| 1 | Technology | 47.2% |
| 2 | Communication Services | 13.57% |
| 3 | Consumer Discretionary | 13.06% |
| 4 | Industrials | 9.58% |
| 5 | Healthcare | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Arm
ARM
$149B
| $14M | 0.49% |
98,986
+3,695
|
|
||
27
Cloudflare
NET
$71.5B
| $13.9M | 0.48% |
64,977
-1,689
|
|
||
28
Mastercard
MA
$487B
| $13.8M | 0.48% |
24,283
+1,517
|
|
||
29
Howmet Aerospace
HWM
$79B
| $13.2M | 0.46% |
67,503
+4,453
|
|
||
30
Vistra
VST
$59.7B
| $13M | 0.45% |
66,561
-2,559
|
|
||
31
Quanta Services
PWR
$69.3B
| $12.7M | 0.44% |
30,587
-2,893
|
|
||
32
Vertiv
VRT
$69.8B
| $12.5M | 0.43% |
82,583
-7,811
|
|
||
|
33
Alphabet (Google) Class C
GOOG
$3.84T
| $11.2M | 0.39% |
45,962
+6,080
|
|
||
34
Monolithic Power Systems
MPWR
$45.6B
| $10.9M | 0.38% |
11,892
-1,124
|
|
||
35
Applovin
APP
$231B
| $10.8M | 0.37% |
15,001
+959
|
|
||
36
Roblox
RBLX
$66.8B
| $10.4M | 0.36% |
74,799
+2,354
|
|
||
37
Cencora
COR
$65.5B
| $10.3M | 0.36% |
32,898
-3,112
|
|
||
38
CrowdStrike
CRWD
$129B
| $10.2M | 0.35% |
20,783
-509
|
|
||
39
Hilton Worldwide
HLT
$63.6B
| $9.7M | 0.34% |
37,382
+3,876
|
|
||
40
TJX Companies
TJX
$167B
| $9.68M | 0.34% |
66,971
+4,207
|
|
||
41
S&P Global
SPGI
$150B
| $8.83M | 0.31% |
18,140
+699
|
|
||
42
Axon Enterprise
AXON
$43.4B
| $8.66M | 0.3% |
12,074
-1,142
|
|
||
43
Reddit
RDDT
$42.2B
| $8.27M | 0.29% |
35,975
+464
|
|
||
44
American Express
AXP
$256B
| $8.24M | 0.29% |
24,816
+1,513
|
|
||
45
Alnylam Pharmaceuticals
ALNY
$61.5B
| $8.06M | 0.28% |
17,676
-1,671
|
|
||
46
Lam Research
LRCX
$197B
| $7.6M | 0.26% |
56,772
-5,370
|
|
||
47
Trane Technologies
TT
$89.9B
| $7.34M | 0.25% |
17,405
-1,274
|
|
||
48
JPMorgan Chase
JPM
$861B
| $7.21M | 0.25% |
22,865
-3,107
|
|
||
49
Idexx Laboratories
IDXX
$57.3B
| $7.1M | 0.25% |
11,117
-1,051
|
|
||
50
MSCI
MSCI
$40.6B
| $7.05M | 0.24% |
12,428
-1,175
|
|