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 | |
|---|---|---|---|---|---|---|
51
Carvana
CVNA
$56.4B
| $7.01M | 0.24% |
18,589
+6,312
|
|
||
52
Walmart
WMT
$915B
| $6.98M | 0.24% |
67,775
-3,482
|
|
||
53
Verisk Analytics
VRSK
$31B
| $6.91M | 0.24% |
27,493
-2,427
|
|
||
54
Wabtec
WAB
$36.6B
| $6.75M | 0.23% |
33,683
-3,186
|
|
||
55
United Rentals
URI
$51.4B
| $6.71M | 0.23% |
7,029
-2,854
|
|
||
56
Eaton
ETN
$132B
| $6.6M | 0.23% |
17,639
+577
|
|
||
57
Ares Management
ARES
$35.9B
| $6.56M | 0.23% |
41,049
+2,776
|
|
||
58
Datadog
DDOG
$53.7B
| $6.28M | 0.22% |
44,136
-4,175
|
|
||
59
Booking.com
BKNG
$162B
| $6.26M | 0.22% |
1,159
+140
|
|
||
60
Coupang
CPNG
$49.4B
| $6.24M | 0.22% |
193,696
-2,370
|
|
||
61
Oracle
ORCL
$611B
| $6.19M | 0.21% |
22,016
-1,073
|
|
||
62
McKesson
MCK
$100B
| $6.14M | 0.21% |
7,954
-440
|
|
||
63
TE Connectivity
TEL
$68.7B
| $5.63M | 0.2% |
25,625
-2,423
|
|
||
64
DraftKings
DKNG
$17.5B
| $5.54M | 0.19% |
148,246
-1,529
|
|
||
65
Applied Materials
AMAT
$215B
| $5.54M | 0.19% |
27,075
-112,190
|
|
||
66
Rockwell Automation
ROK
$45.3B
| $5.42M | 0.19% |
15,513
-434
|
|
||
67
Spotify
SPOT
$116B
| $5.32M | 0.18% |
7,617
-1,333
|
|
||
68
Live Nation Entertainment
LYV
$32.4B
| $5.15M | 0.18% |
31,518
-2,981
|
|
||
69
HubSpot
HUBS
$19.8B
| $5.06M | 0.18% |
10,809
-458
|
|
||
70
O'Reilly Automotive
ORLY
$84B
| $4.99M | 0.17% |
46,243
+6,148
|
|
||
71
Veeva Systems
VEEV
$39.8B
| $4.92M | 0.17% |
16,510
+1,224
|
|
||
72
Fifth Third Bancorp
FITB
$30.1B
| $4.9M | 0.17% |
110,027
-10,407
|
|
||
73
LPL Financial
LPLA
$29.5B
| $4.77M | 0.17% |
14,345
-1,356
|
|
||
74
Insulet
PODD
$22.2B
| $4.76M | 0.16% |
15,404
+2,655
|
|
||
75
Ulta Beauty
ULTA
$23.9B
| $4.59M | 0.16% |
8,394
-793
|
|