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Lorena Cardenas

@Silvercrest Asset Management Group Llc

Latest period2024 - Q3ReportedManaged Assets$14.697BTotal holdings798
Assets growth rate0.83%Assets growth rate (2-Q avg)-0.27%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Silvercrest Asset Management Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 798 positions.

Assets under management

The assets under management (AUM) of Silvercrest Asset Management Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.697B in assets, with a quarterly growth rate of 0.83% and a 2-quarter average growth rate of -0.27%. The portfolio is managed by Lorena Cardenas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KBRKbr Inc Com
Recent Activity
New Position
0.48%
$69.557M
1.068M shares@ $65.14 avg price
CSRCenterspace Com
Recent Activity
New Position
0.38%
$54.97M
780,047 shares@ $70.48 avg price
GPCGenuine Parts Co Com
Recent Activity
New Position
0.26%
$37.446M
268,084 shares@ $139.68 avg price
GDRXGoodrx Hldgs Inc Com Cl A
Recent Activity
New Position
0.12%
$16.724M
2.41M shares@ $6.95 avg price
WAYWaystar Hldg Corp
Recent Activity
New Position
0.1%
$13.672M
490,229 shares@ $27.9 avg price
TKRTimken Co Com
Recent Activity
New Position
0.09%
$12.002M
142,393 shares@ $84.3 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.08%
$10.377M
52,257 shares@ $198.57 avg price
MOG.AMoog Inc Cl A
Recent Activity
New Position
0.07%
$9.563M
47,339 shares@ $202.03 avg price
WTFCWintrust Financial Corp Com
Recent Activity
New Position
0.07%
$9.132M
84,139 shares@ $108.53 avg price
AMRCAmeresco Inc Cl A
Recent Activity
New Position
0.05%
$6.47M
170,525 shares@ $37.95 avg price