SCM

Silvant Capital Management Portfolio holdings

AUM $2.83B
1-Year Est. Return 40%
This Quarter Est. Return
1 Year Est. Return
+40%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$40.7M
2 +$18.1M
3 +$10.1M
4
HWM icon
Howmet Aerospace
HWM
+$10.1M
5
GEV icon
GE Vernova
GEV
+$10M

Top Sells

1 +$25.6M
2 +$18.6M
3 +$17.8M
4
RCL icon
Royal Caribbean
RCL
+$13.5M
5
APP icon
Applovin
APP
+$8.63M

Sector Composition

1 Technology 44.85%
2 Consumer Discretionary 13.56%
3 Communication Services 13.43%
4 Industrials 9.93%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GS icon
176
Goldman Sachs
GS
$237B
$227K 0.01%
321
ABT icon
177
Abbott
ABT
$227B
$226K 0.01%
1,663
DUK icon
178
Duke Energy
DUK
$95.4B
$223K 0.01%
1,886
MMM icon
179
3M
MMM
$89B
$204K 0.01%
1,342
PRU icon
180
Prudential Financial
PRU
$37.5B
$197K 0.01%
1,838
MS icon
181
Morgan Stanley
MS
$260B
$191K 0.01%
1,357
BA icon
182
Boeing
BA
$148B
$189K 0.01%
904
IEUS icon
183
iShares MSCI Europe Small-Cap ETF
IEUS
$155M
$185K 0.01%
2,753
STX icon
184
Seagate
STX
$55.1B
$171K 0.01%
1,187
HPQ icon
185
HP
HPQ
$22.9B
$169K 0.01%
6,925
MDT icon
186
Medtronic
MDT
$123B
$168K 0.01%
1,932
IP icon
187
International Paper
IP
$19.7B
$167K 0.01%
3,570
PNW icon
188
Pinnacle West Capital
PNW
$10.6B
$162K 0.01%
1,808
DRI icon
189
Darden Restaurants
DRI
$20.2B
$160K 0.01%
733
SO icon
190
Southern Company
SO
$99.9B
$159K 0.01%
1,727
CAH icon
191
Cardinal Health
CAH
$48.8B
$158K 0.01%
939
GILD icon
192
Gilead Sciences
GILD
$155B
$156K 0.01%
1,411
WMB icon
193
Williams Companies
WMB
$74.5B
$154K 0.01%
2,458
GLW icon
194
Corning
GLW
$70.4B
$154K 0.01%
2,935
PEP icon
195
PepsiCo
PEP
$199B
$151K 0.01%
1,146
SBUX icon
196
Starbucks
SBUX
$96.4B
$147K 0.01%
1,604
KMI icon
197
Kinder Morgan
KMI
$61B
$141K 0.01%
4,802
PFG icon
198
Principal Financial Group
PFG
$18.6B
$139K 0.01%
1,747
BRK.B icon
199
Berkshire Hathaway Class B
BRK.B
$1.1T
$137K 0.01%
283
NEE icon
200
NextEra Energy
NEE
$175B
$135K 0.01%
1,944