SCM
Sandler Capital Management Portfolio holdings
AUM
$288M
1-Year Return
41.35%
This Quarter Return
+9.04%
1 Year Return
+41.35%
3 Year Return
+140.15%
5 Year Return
+307.15%
10 Year Return
+1,162.48%
AUM
$1.25B
AUM Growth
-$81.4M
(-6.1%)
Cap. Flow
-$182M
Cap. Flow
% of AUM
-14.52%
Top 10 Holdings %
Top 10 Hldgs %
19.59%
Holding
266
New
79
Increased
19
Reduced
47
Closed
42
Top Buys
| 1 |
Welltower
WELL
|
$23.6M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$21.2M |
| 3 |
Humana
HUM
|
$21M |
| 4 |
Gartner
IT
|
$17.9M |
| 5 |
PLKI
Popeyes Louisiana Kitchen, Inc.
PLKI
|
$16.9M |
Top Sells
| 1 |
Visa
V
|
$50.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$40.9M |
| 3 |
Meta Platforms (Facebook)
META
|
$35.4M |
| 4 |
Helmerich & Payne
HP
|
$28M |
| 5 |
MJN
Mead Johnson Nutrition Company
MJN
|
$26.1M |
Sector Composition
| 1 | Healthcare | 17.24% |
| 2 | Consumer Discretionary | 15.51% |
| 3 | Industrials | 14.76% |
| 4 | Technology | 13.03% |
| 5 | Real Estate | 11.19% |