SCM
Sandler Capital Management Portfolio holdings
AUM
$288M
This Quarter Return
+16.27%
1 Year Return
+41.35%
3 Year Return
+140.15%
5 Year Return
+307.15%
10 Year Return
+1,162.48%
AUM
$692M
AUM Growth
+$692M
(+6.7%)
Cap. Flow
-$38.2M
Cap. Flow
% of AUM
-5.51%
Top 10 Holdings %
Top 10 Hldgs %
43.5%
Holding
100
New
19
Increased
23
Reduced
11
Closed
17
Top Buys
| 1 |
Visa
V
|
$17.5M |
| 2 |
Rio Tinto
RIO
|
$16.5M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$14.8M |
| 4 |
Cencora
COR
|
$14.2M |
| 5 |
PTC
PTC
|
$12.6M |
Top Sells
| 1 |
FedEx
FDX
|
$18.7M |
| 2 |
Danaher
DHR
|
$17.8M |
| 3 |
Procter & Gamble
PG
|
$17M |
| 4 |
Advanced Micro Devices
AMD
|
$15.8M |
| 5 |
Akamai
AKAM
|
$14.6M |
Sector Composition
| 1 | Technology | 40.33% |
| 2 | Healthcare | 24.41% |
| 3 | Industrials | 11.21% |
| 4 | Financials | 7.03% |
| 5 | Materials | 4% |
