SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+3.91%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$585M
AUM Growth
+$104K
(+0.02%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-2.66%
Top 10 Holdings %
Top 10 Hldgs %
42.57%
Holding
347
New
14
Increased
7
Reduced
65
Closed
13
Top Buys
| 1 |
NVIDIA
NVDA
|
+$1.5M |
| 2 |
Eli Lilly
LLY
|
+$1.32M |
| 3 |
10x Genomics
TXG
|
+$864K |
| 4 |
Twilio
TWLO
|
+$786K |
| 5 |
Bally's
BALY
|
+$337K |
Top Sells
| 1 |
Home Depot
HD
|
+$5.29M |
| 2 |
RTX Corp
RTX
|
+$1.99M |
| 3 |
Applied Materials
AMAT
|
+$1.23M |
| 4 |
Microsoft
MSFT
|
+$1.02M |
| 5 |
Akamai
AKAM
|
+$947K |
Sector Composition
| 1 | Technology | 31.27% |
| 2 | Healthcare | 14.59% |
| 3 | Consumer Discretionary | 14.33% |
| 4 | Financials | 13.09% |
| 5 | Communication Services | 12.11% |
