SCM

Silvant Capital Management Portfolio holdings

AUM $2.96B
1-Year Est. Return 33.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$12.3M
3 +$8.68M
4
AAPL icon
Apple
AAPL
+$6.2M
5
EXPE icon
Expedia Group
EXPE
+$5.85M

Top Sells

1 +$26.8M
2 +$21.9M
3 +$4.93M
4
PLTR icon
Palantir
PLTR
+$4.89M
5
LLY icon
Eli Lilly
LLY
+$3.53M

Sector Composition

1 Technology 44.18%
2 Communication Services 14.93%
3 Consumer Discretionary 13.55%
4 Industrials 9.57%
5 Healthcare 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CAT icon
126
Caterpillar
CAT
$317B
$2.24M 0.08%
3,905
+2,829
EMR icon
127
Emerson Electric
EMR
$77.8B
$2.21M 0.07%
16,645
+93
APH icon
128
Amphenol
APH
$162B
$2.19M 0.07%
16,211
CRM icon
129
Salesforce
CRM
$189B
$2.19M 0.07%
8,267
-88,121
CTAS icon
130
Cintas
CTAS
$81.4B
$2.17M 0.07%
11,553
-2,831
CHRW icon
131
C.H. Robinson
CHRW
$21.3B
$2.09M 0.07%
+13,015
TMO icon
132
Thermo Fisher Scientific
TMO
$189B
$2.09M 0.07%
3,609
+17
APO icon
133
Apollo Global Management
APO
$62.9B
$2.03M 0.07%
14,029
MRVL icon
134
Marvell Technology
MRVL
$78.2B
$2.01M 0.07%
23,602
+378
DECK icon
135
Deckers Outdoor
DECK
$14.8B
$1.94M 0.07%
18,724
+300
SYK icon
136
Stryker
SYK
$140B
$1.83M 0.06%
5,200
COF icon
137
Capital One
COF
$117B
$1.82M 0.06%
7,504
CRCL
138
Circle Internet Group
CRCL
$24B
$1.77M 0.06%
+22,346
TXN icon
139
Texas Instruments
TXN
$175B
$1.72M 0.06%
9,909
CI icon
140
Cigna
CI
$71.6B
$1.69M 0.06%
6,156
GEHC icon
141
GE HealthCare
GEHC
$33.8B
$1.65M 0.06%
20,124
NOW icon
142
ServiceNow
NOW
$130B
$1.61M 0.05%
10,526
+76
SLM icon
143
SLM Corp
SLM
$3.78B
$1.61M 0.05%
59,342
+952
PH icon
144
Parker-Hannifin
PH
$117B
$1.54M 0.05%
1,752
MTB icon
145
M&T Bank
MTB
$31.4B
$1.53M 0.05%
7,614
PGR icon
146
Progressive
PGR
$123B
$1.51M 0.05%
6,623
YUM icon
147
Yum! Brands
YUM
$44.2B
$1.37M 0.05%
9,055
SOLS
148
Solstice Advanced Materials
SOLS
$11.5B
$1.3M 0.04%
+26,806
U icon
149
Unity
U
$8.59B
$1.22M 0.04%
+27,613
ZTS icon
150
Zoetis
ZTS
$51.3B
$1.11M 0.04%
8,841