SCM
Sandler Capital Management Portfolio holdings
AUM
$288M
This Quarter Return
+2.27%
1 Year Return
+41.35%
3 Year Return
+140.15%
5 Year Return
+307.15%
10 Year Return
+1,162.48%
AUM
$816M
AUM Growth
-$455M
(-36%)
Cap. Flow
-$484M
Cap. Flow
% of AUM
-59.34%
Top 10 Holdings %
Top 10 Hldgs %
24.28%
Holding
259
New
51
Increased
30
Reduced
39
Closed
81
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$21.4M |
| 2 |
Gentherm
THRM
|
$16M |
| 3 |
Lazard
LAZ
|
$13.5M |
| 4 |
Rockwell Automation
ROK
|
$11.7M |
| 5 |
eBay
EBAY
|
$11.7M |
Top Sells
| 1 |
United States Oil Fund
USO
|
$35.6M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$25M |
| 3 |
BEAV
B/E Aerospace Inc
BEAV
|
$22.4M |
| 4 |
Blackrock
BLK
|
$21.8M |
| 5 |
Welltower
WELL
|
$19.7M |
Sector Composition
| 1 | Healthcare | 20.08% |
| 2 | Industrials | 15.06% |
| 3 | Consumer Discretionary | 14.56% |
| 4 | Financials | 10.66% |
| 5 | Communication Services | 9.3% |