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
$2.09B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$7.53M
3
+$6.38M
4
PLTR icon
Palantir
PLTR
+$4.16M
5
AXON icon
Axon Enterprise
AXON
+$3.76M

Top Sells

1
+$29M
2
+$12.5M
3
+$9.31M
4
LLY icon
Eli Lilly
LLY
+$5.45M
5
HXL icon
Hexcel
HXL
+$3.43M

Sector Composition

1 Technology 43.21%
2 Healthcare 14.86%
3 Consumer Discretionary 13.48%
4 Communication Services 9.98%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$237M 11.32%
563,666
+4,392
2
$200M 9.53%
2,209,740
-321,160
3
$175M 8.37%
1,022,144
-54,294
4
$129M 6.16%
715,102
+5,560
5
$77M 3.68%
158,537
-25,713
6
$76.7M 3.66%
98,568
-7,006
7
$63.1M 3.01%
418,185
+838
8
$61.1M 2.92%
218,935
+1,173
9
$51.7M 2.47%
339,248
+706
10
$49.2M 2.35%
39,379
+2,903
11
$41.9M 2%
84,623
+504
12
$39.8M 1.9%
285,956
-20,439
13
$36.4M 1.74%
262,100
+1,082
14
$35.7M 1.7%
118,295
+633
15
$35.6M 1.7%
372,497
+66,744
16
$34.5M 1.65%
167,262
+4,400
17
$30.3M 1.44%
75,816
+400
18
$26.1M 1.24%
95,550
+250
19
$25.3M 1.21%
97,050
+575
20
$23.4M 1.12%
121,506
+806
21
$21.2M 1.01%
151,281
+53,755
22
$21.1M 1.01%
102,820
-2,684
23
$18.5M 0.88%
67,804
+572
24
$17.4M 0.83%
336,560
+1,258
25
$16.1M 0.77%
91,593
+71
1
2 3 4 5