SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+1.55%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$506M
AUM Growth
-$52.3M
(-9.4%)
Cap. Flow
-$53.4M
Cap. Flow
% of AUM
-10.55%
Top 10 Holdings %
Top 10 Hldgs %
37.8%
Holding
350
New
14
Increased
19
Reduced
228
Closed
17
Top Buys
| 1 |
Prologis
PLD
|
$1.65M |
| 2 |
Etsy
ETSY
|
$1.19M |
| 3 |
Insulet
PODD
|
$1.17M |
| 4 |
Tradeweb Markets
TW
|
$932K |
| 5 |
Fair Isaac
FICO
|
$931K |
Top Sells
| 1 |
Corning
GLW
|
$6.39M |
| 2 |
Microsoft
MSFT
|
$4.11M |
| 3 |
Agilent Technologies
A
|
$3.77M |
| 4 |
Amazon
AMZN
|
$2.89M |
| 5 |
A.O. Smith
AOS
|
$2.57M |
Sector Composition
| 1 | Technology | 25.14% |
| 2 | Healthcare | 13.91% |
| 3 | Consumer Discretionary | 13.82% |
| 4 | Financials | 13.78% |
| 5 | Communication Services | 12.1% |
