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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
ERIIEnergy Recovery Inc Com
Recent Activity
New Position
0.05%
$5.93M
340,985 shares@ $17.39 avg price
CSTLCastle Biosciences Inc Com
Recent Activity
New Position
0.04%
$5.759M
201,921 shares@ $28.53 avg price
LINDLindblad Expeditions Hldgs In Com
Recent Activity
New Position
0.04%
$5.274M
570,150 shares@ $9.26 avg price
SITMSitime Corp Com
Recent Activity
New Position
0.04%
$5.263M
30,687 shares@ $171.51 avg price
AESIAtlas Energy Solutions Inc Com New
Recent Activity
New Position
0.04%
$4.501M
206,476 shares@ $21.81 avg price
ANETArista Networks Inc Com
Recent Activity
New Position
0.03%
$4.254M
11,083 shares@ $383.82 avg price
KRNTKornit Digital Ltd Shs
Recent Activity
New Position
0.03%
$4.099M
158,664 shares@ $25.84 avg price
AVPTAvepoint Inc Com Cl A
Recent Activity
New Position
0.03%
$4.057M
344,710 shares@ $11.78 avg price
MAMAMamas Creations Inc
Recent Activity
New Position
0.03%
$3.778M
517,592 shares@ $7.31 avg price
CMGChipotle Mexican Grill Inc Com
Recent Activity
New Position
0.03%
$3.729M
64,718 shares@ $57.62 avg price