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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
KNFKnife Riv Hldg Co Common Stock
Recent Activity
Increased 24.38%
0.62%
$90.911M
1.017M shares@ $89.4 avg price
BWABorgwarner Inc Com
Recent Activity
Increased 15.21%
0.56%
$81.836M
2.255M shares@ $36.29 avg price
SKYChampion Homes Inc
Recent Activity
Increased 0.33%
0.52%
$75.364M
794,556 shares@ $94.85 avg price
ONBOld Natl Bancorp Ind Com
Recent Activity
Increased 22.62%
0.51%
$73.967M
3.964M shares@ $18.67 avg price
CVBFCvb Finl Corp Com
Recent Activity
Increased 8.76%
0.47%
$68.192M
3.827M shares@ $17.83 avg price
PCHPotlatch Corp New Com
Recent Activity
Increased 10.8%
0.43%
$62.792M
1.394M shares@ $45.06 avg price
LKFNLakeland Finl Corp Com
Recent Activity
Increased 9.32%
0.41%
$58.93M
904,941 shares@ $65.12 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 4.44%
0.28%
$41.061M
220,367 shares@ $186.34 avg price
SPXCSpx Technologies Inc Com
Recent Activity
Increased 5.6%
0.28%
$40.183M
251,994 shares@ $159.46 avg price
FLSFlowserve Corp Com
Recent Activity
Increased 0.68%
0.28%
$39.985M
773,550 shares@ $51.7 avg price