SAM

Sandbar Asset Management Portfolio holdings

AUM $30.5M
1-Year Est. Return 46.06%
This Quarter Est. Return
1 Year Est. Return
+46.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$44.8M
2 +$21.7M
3 +$13.3M
4
HUN icon
Huntsman Corp
HUN
+$12M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$9.81M

Top Sells

1 +$8.52M
2 +$7.72M
3 +$7.65M
4
CTB
Cooper Tire & Rubber Co.
CTB
+$6.19M
5
CSL icon
Carlisle Companies
CSL
+$5.55M

Sector Composition

1 Industrials 48.78%
2 Materials 28.82%
3 Consumer Discretionary 15.68%
4 Technology 4.49%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-68,459