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
201
$129K 0.01%
939
202
$128K 0.01%
1,593
203
$126K 0.01%
1,788
204
$125K 0.01%
4,108
205
$124K 0.01%
414
206
$124K 0.01%
277
207
$122K 0.01%
2,518
208
$119K 0.01%
3,286
209
$117K 0.01%
12,018
210
$115K 0.01%
1,025
211
$114K 0.01%
11,329
212
$113K 0.01%
1,084
213
$113K 0.01%
119
214
$112K 0.01%
3,038
215
$112K 0.01%
257
216
$111K 0.01%
1,292
217
$111K 0.01%
354
218
$106K ﹤0.01%
2,587
219
$105K ﹤0.01%
999
220
$104K ﹤0.01%
2,988
221
$103K ﹤0.01%
338
222
$102K ﹤0.01%
974
223
$101K ﹤0.01%
1,187
224
$94.6K ﹤0.01%
953
225
$92.8K ﹤0.01%
1,368
7 8
9
10 11