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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
EGFIXAdvisors Inner Circle Fd Edgwd Grw Inst
Recent Activity
Exited
0%
$85.758M
1.686M shares@ $50.85 avg price
ODVIXAim Invt Fds Invesco Invt Fds Dvlpng Mkt R6
Recent Activity
Exited
0%
$77.494M
1.954M shares@ $39.66 avg price
POGRXPrimecap Odyssey Funds Growth Fund
Recent Activity
Exited
0%
$63.638M
1.614M shares@ $39.42 avg price
POAGXPrimecap Odyssey Funds Aggressive Grw
Recent Activity
Exited
0%
$54.621M
1.203M shares@ $45.39 avg price
VPCCXVanguard Fenway Fds Primecp Co Inv
Recent Activity
Exited
0%
$44.476M
1.238M shares@ $35.94 avg price
VIGAXVanguard Index Tr Grw Index Adml
Recent Activity
Exited
0%
$41.958M
218,165 shares@ $192.33 avg price
DODGXDodge & Cox Stk Fd
Recent Activity
Exited
0%
$39.666M
154,432 shares@ $256.85 avg price
VFIAXVanguard Index Fds 500index Admir
Recent Activity
Exited
0%
$19.41M
38,529 shares@ $503.77 avg price
VRGWXVanguard Scottsdale Fds Vr 1000gw Inst
Recent Activity
Exited
0%
$17.284M
23,961 shares@ $721.34 avg price
EVRIEveri Hldgs Inc Com
Recent Activity
Exited
0%
$16.25M
1.934M shares@ $8.41 avg price