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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
SBLKStar Bulk Carriers Corp. Shs Par
Recent Activity
New Position
0.01%
$1.248M
52,670 shares@ $23.69 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$1.137M
23,000 shares@ $49.42 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$552,211
3,657 shares@ $151.01 avg price
HDVIshares Tr Hgh Div Eqt Fd
Recent Activity
New Position
0.01%
$392,380
3,336 shares@ $117.62 avg price
DVYIshares Tr Select Divid Etf
Recent Activity
New Position
0.01%
$329,301
2,438 shares@ $135.08 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$325,080
10,080 shares@ $32.25 avg price
MEDPMedpace Hldgs Inc Com
Recent Activity
New Position
0.01%
$300,986
902 shares@ $333.69 avg price
APPFAppfolio Inc Com Cl A
Recent Activity
New Position
0.01%
$298,016
1,266 shares@ $235.4 avg price
KRESpdr Series Trust Kbw Regn Bk Etf
Recent Activity
New Position
0.01%
$282,491
4,991 shares@ $56.61 avg price
WRBBerkley W R Corp Com
Recent Activity
New Position
0.01%
$279,623
4,929 shares@ $56.74 avg price