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 | |
|---|---|---|---|---|---|---|
101
Microchip Technology
MCHP
$35B
| $3.34M | 0.12% |
51,936
-4,674
|
|
||
102
Sterling Infrastructure
STRL
$10.2B
| $3.19M | 0.11% |
9,390
-888
|
|
||
103
Ralph Lauren
RL
$21.6B
| $3.19M | 0.11% |
+10,166
|
|
||
104
D.R. Horton
DHI
$46.9B
| $3.14M | 0.11% |
+18,544
|
|
||
105
Fabrinet
FN
$16.9B
| $3.13M | 0.11% |
8,585
-812
|
|
||
106
Chubb
CB
$116B
| $3.08M | 0.11% |
10,914
-538
|
|
||
107
RTX Corp
RTX
$230B
| $3.05M | 0.11% |
18,223
-887
|
|
||
108
Diamondback Energy
FANG
$45.7B
| $3.02M | 0.1% |
21,087
-1,994
|
|
||
109
Wells Fargo
WFC
$283B
| $3.02M | 0.1% |
35,989
+4,130
|
|
||
110
Cintas
CTAS
$74B
| $2.95M | 0.1% |
14,384
-789
|
|
||
111
Trade Desk
TTD
$19B
| $2.89M | 0.1% |
59,022
-47,221
|
|
||
112
Qualcomm
QCOM
$186B
| $2.89M | 0.1% |
17,356
+1,087
|
|
||
113
Neurocrine Biosciences
NBIX
$15.4B
| $2.8M | 0.1% |
19,947
-1,886
|
|
||
114
Mettler-Toledo International
MTD
$29.1B
| $2.78M | 0.1% |
2,265
-214
|
|
||
115
Wingstop
WING
$7.3B
| $2.75M | 0.1% |
10,913
-1,032
|
|
||
116
Encompass Health
EHC
$11.4B
| $2.71M | 0.09% |
21,341
+1,668
|
|
||
117
Natera
NTRA
$33.4B
| $2.48M | 0.09% |
15,402
+1,984
|
|
||
118
Tenet Healthcare
THC
$18.6B
| $2.44M | 0.08% |
12,028
-1,137
|
|
||
119
HCA Healthcare
HCA
$111B
| $2.33M | 0.08% |
5,473
-309
|
|
||
120
Deere & Co
DE
$131B
| $2.3M | 0.08% |
5,025
+597
|
|
||
121
CBRE Group
CBRE
$48.1B
| $2.29M | 0.08% |
+14,551
|
|
||
122
Astera Labs
ALAB
$25.8B
| $2.2M | 0.08% |
+11,237
|
|
||
123
Merck
MRK
$250B
| $2.18M | 0.08% |
26,005
-1,169
|
|
||
124
Affirm
AFRM
$22.7B
| $2.18M | 0.08% |
+29,861
|
|
||
125
Emerson Electric
EMR
$76.8B
| $2.17M | 0.08% |
16,552
+1,914
|
|