SCM

Silvant Capital Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 40.04%
This Quarter Est. Return
1 Year Est. Return
+40.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7.39M
3
+$2.54M
4
RTX icon
RTX Corp
RTX
+$2.27M
5
APP icon
Applovin
APP
+$2.21M

Top Sells

1
+$22.6M
2
+$8.69M
3
+$6.67M
4
THC icon
Tenet Healthcare
THC
+$5.41M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M

Sector Composition

1 Technology 42.51%
2 Consumer Discretionary 14.25%
3 Communication Services 12.89%
4 Healthcare 10.16%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.17%
23,081
77
$3.67M 0.17%
88,093
-33,036
78
$3.66M 0.17%
41,895
79
$3.5M 0.16%
13,560
-2,903
80
$3.48M 0.16%
17,240
81
$3.46M 0.16%
11,452
+3,513
82
$3.46M 0.16%
13,905
83
$3.42M 0.16%
22,248
+521
84
$3.38M 0.16%
6,045
85
$3.37M 0.15%
12,814
+68
86
$3.35M 0.15%
61,194
87
$3.3M 0.15%
13,867
88
$3.27M 0.15%
44,889
89
$3.23M 0.15%
23,089
90
$3.22M 0.15%
18,692
91
$3.19M 0.15%
19,932
92
$3.17M 0.15%
12,802
93
$3.17M 0.15%
8,655
94
$3.16M 0.15%
37,452
-9,269
95
$3.13M 0.14%
22,143
96
$3.12M 0.14%
15,173
97
$3M 0.14%
59,743
+1,228
98
$2.94M 0.14%
28,050
+19,788
99
$2.93M 0.13%
2,479
+133
100
$2.92M 0.13%
6,822
+1,620
2 3
4
5 6