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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
AGIOAgios Pharmaceuticals Inc Com
Recent Activity
New Position
0.03%
$3.549M
79,885 shares@ $44.44 avg price
WFGWest Fraser Timber Co Ltd
Recent Activity
New Position
0.03%
$3.523M
36,184 shares@ $97.36 avg price
TMToyota Motor Corp Sp Adr Rep2com
Recent Activity
New Position
0.03%
$3.271M
18,316 shares@ $178.57 avg price
AAOIApplied Optoelectronics Inc Com
Recent Activity
New Position
0.03%
$3.267M
228,319 shares@ $14.32 avg price
BCYCBicycle Therapeutics Plc Sponsored Ads
Recent Activity
New Position
0.03%
$3.148M
139,093 shares@ $22.64 avg price
MLMoneylion Inc
Recent Activity
New Position
0.02%
$2.714M
65,309 shares@ $41.56 avg price
REVGRev Group Inc Com
Recent Activity
New Position
0.02%
$1.964M
70,000 shares@ $28.06 avg price
PODDInsulet Corp Com
Recent Activity
New Position
0.02%
$1.845M
7,926 shares@ $232.76 avg price
EXPEExpedia Inc Del Com New
Recent Activity
New Position
0.02%
$1.801M
12,168 shares@ $148.02 avg price
ALABAstera Labs Inc Com
Recent Activity
New Position
0.02%
$1.752M
33,449 shares@ $52.39 avg price