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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
ATOAtmos Energy Corp Com
Recent Activity
Decreased -4.24%
0.79%
$114.769M
827,403 shares@ $138.72 avg price
AMEAmetek Inc Com
Recent Activity
Decreased -2%
0.78%
$114.432M
666,429 shares@ $171.71 avg price
PNCPnc Finl Svcs Group Inc Com
Recent Activity
Decreased -2.15%
0.78%
$113.818M
615,732 shares@ $184.85 avg price
SFStifel Finl Corp Com
Recent Activity
Decreased -1.9%
0.76%
$111.039M
1.183M shares@ $93.91 avg price
MCHPMicrochip Technology Inc Com
Recent Activity
Decreased -3.07%
0.74%
$108.127M
1.347M shares@ $80.3 avg price
COLBColumbia Bkg Sys Inc Com
Recent Activity
Increased 4.71%
0.73%
$106.503M
4.079M shares@ $26.11 avg price
ITGRInteger Hldgs Corp Com
Recent Activity
Decreased -1.19%
0.73%
$105.915M
814,727 shares@ $130.01 avg price
FISFidelity Natl Information Svcs Com
Recent Activity
Decreased -2.56%
0.72%
$105.391M
1.258M shares@ $83.76 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -2.31%
0.72%
$104.8M
711,615 shares@ $147.27 avg price
SNVSynovus Finl Corp Com New
Recent Activity
Decreased -2.83%
0.71%
$103.047M
2.317M shares@ $44.48 avg price