SCM
Silvant Capital Management Portfolio holdings
AUM
$2.64B
1-Year Return
33.93%
This Quarter Return
+10.37%
1 Year Return
+33.93%
3 Year Return
+193.12%
5 Year Return
+278.91%
10 Year Return
–
AUM
$2.25B
AUM Growth
+$159M
(+7.6%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
57.08%
Holding
316
New
9
Increased
26
Reduced
50
Closed
9
Top Buys
| 1 |
Fair Isaac
FICO
|
$8.74M |
| 2 |
CrowdStrike
CRWD
|
$7.47M |
| 3 |
Verisk Analytics
VRSK
|
$6.98M |
| 4 |
Visa
V
|
$5.82M |
| 5 |
GE Vernova
GEV
|
$5.71M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$42.2M |
| 2 |
NVIDIA
NVDA
|
$16.1M |
| 3 |
Tesla
TSLA
|
$15.9M |
| 4 |
Eli Lilly
LLY
|
$4.52M |
| 5 |
Expedia Group
EXPE
|
$3.54M |
Sector Composition
| 1 | Technology | 46.66% |
| 2 | Healthcare | 14.52% |
| 3 | Consumer Discretionary | 12.37% |
| 4 | Communication Services | 8.85% |
| 5 | Industrials | 7.99% |
