SCM

Silvant Capital Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 33.93%
This Quarter Est. Return
1 Year Est. Return
+33.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.66M
3
+$1.64M
4
QSR icon
Restaurant Brands International
QSR
+$1.54M
5
TWLO icon
Twilio
TWLO
+$1.46M

Top Sells

1
+$3.39M
2
+$3.36M
3
+$2.82M
4
V icon
Visa
V
+$2.41M
5
HON icon
Honeywell
HON
+$2.04M

Sector Composition

1 Technology 31.83%
2 Healthcare 14.48%
3 Consumer Discretionary 14.42%
4 Communication Services 12.19%
5 Financials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$128K 0.02%
971
202
$122K 0.02%
2,386
203
$122K 0.02%
6,925
204
$120K 0.02%
1,297
205
$118K 0.02%
1,939
206
$116K 0.02%
4,523
207
$113K 0.02%
+13,924
208
$112K 0.02%
+3,814
209
$107K 0.02%
958
210
$103K 0.02%
4,758
211
$103K 0.02%
1,048
212
$101K 0.02%
277
213
$99K 0.02%
3,226
214
$99K 0.02%
1,344
215
$97K 0.02%
2,525
216
$96K 0.02%
+2,794
217
$96K 0.02%
1,308
218
$95K 0.02%
1,082
219
$94K 0.02%
1,538
220
$93K 0.02%
+894
221
$92K 0.02%
2,539
222
$90K 0.02%
+802
223
$90K 0.02%
1,727
224
$89K 0.02%
2,462
225
$88K 0.02%
588
7 8
9
10 11