SCM
Sandler Capital Management Portfolio holdings
AUM
$288M
1-Year Return
41.35%
This Quarter Return
+14.11%
1 Year Return
+41.35%
3 Year Return
+140.15%
5 Year Return
+307.15%
10 Year Return
+1,162.48%
AUM
$687M
AUM Growth
+$81.1M
(+13%)
Cap. Flow
-$8.9M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
149
New
34
Increased
15
Reduced
21
Closed
22
Top Buys
| 1 |
Danaher
DHR
|
$24.5M |
| 2 |
IQVIA
IQV
|
$22.1M |
| 3 |
Fair Isaac
FICO
|
$17.5M |
| 4 |
Bank of America
BAC
|
$13.4M |
| 5 |
Moody's
MCO
|
$13M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$37.9M |
| 2 |
AvalonBay Communities
AVB
|
$37.4M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$33.1M |
| 4 |
Visa
V
|
$31M |
| 5 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$22.7M |
Sector Composition
| 1 | Technology | 26.17% |
| 2 | Healthcare | 23.13% |
| 3 | Industrials | 11.4% |
| 4 | Financials | 8.42% |
| 5 | Consumer Discretionary | 7.91% |
