SCM

Silvant Capital Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 40.04%
This Quarter Est. Return
1 Year Est. Return
+40.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7.39M
3
+$2.54M
4
RTX icon
RTX Corp
RTX
+$2.27M
5
APP icon
Applovin
APP
+$2.21M

Top Sells

1
+$22.6M
2
+$8.69M
3
+$6.67M
4
THC icon
Tenet Healthcare
THC
+$5.41M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M

Sector Composition

1 Technology 42.51%
2 Consumer Discretionary 14.25%
3 Communication Services 12.89%
4 Healthcare 10.16%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$206K 0.01%
2,906
177
$205K 0.01%
1,838
178
$197K 0.01%
1,342
179
$192K 0.01%
6,925
180
$190K 0.01%
3,570
181
$175K 0.01%
321
182
$174K 0.01%
1,932
183
$172K 0.01%
1,808
184
$172K 0.01%
1,146
185
$159K 0.01%
1,727
186
$158K 0.01%
1,357
187
$158K 0.01%
1,411
188
$158K 0.01%
2,753
189
$157K 0.01%
1,604
190
$154K 0.01%
904
191
$152K 0.01%
733
192
$151K 0.01%
283
193
$147K 0.01%
1,747
194
$147K 0.01%
2,458
195
$138K 0.01%
1,944
196
$137K 0.01%
4,802
197
$136K 0.01%
821
198
$135K 0.01%
1,580
199
$134K 0.01%
2,935
200
$132K 0.01%
15,114
+291
6 7
8
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