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 | |
|---|---|---|---|---|---|---|
126
Duolingo
DUOL
$8.71B
| $2.17M | 0.08% |
6,727
+462
|
|
||
127
Amphenol
APH
$171B
| $2.01M | 0.07% |
+16,211
|
|
||
128
Marvell Technology
MRVL
$82.7B
| $1.95M | 0.07% |
23,224
-2,196
|
|
||
129
ServiceNow
NOW
$174B
| $1.92M | 0.07% |
2,090
+271
|
|
||
130
Stryker
SYK
$139B
| $1.92M | 0.07% |
5,200
-290
|
|
||
131
Carpenter Technology
CRS
$15.7B
| $1.9M | 0.07% |
7,739
-731
|
|
||
|
132
Apollo Global Management
APO
$79.4B
| $1.87M | 0.06% |
14,029
-29,272
|
|
||
133
Deckers Outdoor
DECK
$14B
| $1.87M | 0.06% |
18,424
-1,742
|
|
||
134
Texas Instruments
TXN
$163B
| $1.82M | 0.06% |
9,909
+7,883
|
|
||
135
Chewy
CHWY
$13.8B
| $1.81M | 0.06% |
44,721
-4,230
|
|
||
136
Cigna
CI
$71.7B
| $1.77M | 0.06% |
6,156
-308
|
|
||
137
Thermo Fisher Scientific
TMO
$216B
| $1.74M | 0.06% |
3,592
+378
|
|
||
138
Bristol-Myers Squibb
BMY
$106B
| $1.74M | 0.06% |
38,589
+4,198
|
|
||
139
TKO Group
TKO
$15.9B
| $1.66M | 0.06% |
8,207
-776
|
|
||
140
Progressive
PGR
$133B
| $1.64M | 0.06% |
6,623
-3,401
|
|
||
141
SLM Corp
SLM
$6.12B
| $1.62M | 0.06% |
58,390
-5,523
|
|
||
142
Capital One
COF
$146B
| $1.6M | 0.06% |
7,504
-358
|
|
||
143
Corteva
CTVA
$44.8B
| $1.58M | 0.05% |
23,387
-1,159
|
|
||
144
GE HealthCare
GEHC
$37.6B
| $1.51M | 0.05% |
20,124
-1,097
|
|
||
145
M&T Bank
MTB
$30.1B
| $1.5M | 0.05% |
7,614
-401
|
|
||
146
AeroVironment
AVAV
$14.4B
| $1.38M | 0.05% |
+4,388
|
|
||
147
Yum! Brands
YUM
$40.5B
| $1.38M | 0.05% |
9,055
-484
|
|
||
148
Ally Financial
ALLY
$13.1B
| $1.33M | 0.05% |
33,922
-3,208
|
|
||
149
Parker-Hannifin
PH
$110B
| $1.33M | 0.05% |
1,752
-81
|
|
||
150
Zoetis
ZTS
$53.1B
| $1.29M | 0.04% |
8,841
-478
|
|