SCM
Sandler Capital Management Portfolio holdings
AUM
$288M
This Quarter Return
+8.96%
1 Year Return
+41.35%
3 Year Return
+140.15%
5 Year Return
+307.15%
10 Year Return
+1,162.48%
AUM
$534M
AUM Growth
+$534M
(+19%)
Cap. Flow
+$61.9M
Cap. Flow
% of AUM
11.6%
Top 10 Holdings %
Top 10 Hldgs %
50.78%
Holding
127
New
16
Increased
13
Reduced
14
Closed
34
Top Buys
| 1 |
Bank of America
BAC
|
$35.7M |
| 2 |
Meta Platforms (Facebook)
META
|
$24.9M |
| 3 |
Apple
AAPL
|
$18.2M |
| 4 |
KSU
Kansas City Southern
KSU
|
$16.2M |
| 5 |
Microsoft
MSFT
|
$15M |
Top Sells
| 1 |
Abbott
ABT
|
$22.7M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$18.1M |
| 3 |
AvalonBay Communities
AVB
|
$16.1M |
| 4 |
Repligen
RGEN
|
$12.2M |
| 5 |
Vulcan Materials
VMC
|
$8.23M |
Sector Composition
| 1 | Financials | 24.33% |
| 2 | Industrials | 22.56% |
| 3 | Technology | 21.59% |
| 4 | Healthcare | 14.7% |
| 5 | Communication Services | 6.9% |
