SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
-14.75%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$500M
AUM Growth
-$310M
(-38%)
Cap. Flow
-$182M
Cap. Flow
% of AUM
-36.35%
Top 10 Holdings %
Top 10 Hldgs %
35.38%
Holding
350
New
11
Increased
12
Reduced
108
Closed
15
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$892K |
| 2 |
PayPal
PYPL
|
$837K |
| 3 |
AT&T
T
|
$330K |
| 4 |
Tandem Diabetes Care
TNDM
|
$277K |
| 5 |
E.W. Scripps
SSP
|
$234K |
Top Sells
| 1 |
Apple
AAPL
|
$9.16M |
| 2 |
Microsoft
MSFT
|
$8.35M |
| 3 |
Amazon
AMZN
|
$6.22M |
| 4 |
Mastercard
MA
|
$5.21M |
| 5 |
Texas Instruments
TXN
|
$4.58M |
Sector Composition
| 1 | Technology | 24.87% |
| 2 | Healthcare | 15.66% |
| 3 | Financials | 14.8% |
| 4 | Communication Services | 12.06% |
| 5 | Consumer Discretionary | 11.94% |
