Latest SANDER CAPITAL ADVISORS INC Stock Portfolio
SANDER CAPITAL ADVISORS INC Performance:
2024 Q3: -0.99%YTD: 1.53%2023: 39.67%
Performance for 2024 Q3 is -0.99%, and YTD is 1.53%, and 2023 is 39.67%.
About SANDER CAPITAL ADVISORS INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SANDER CAPITAL ADVISORS INC reported an equity portfolio of $215.9 Millions as of 30 Sep, 2024.
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 46.4% of it's portfolio in MSFT and 16.1% of portfolio in AAPL.
The fund managers got completely rid off SMCI (SMCI) stocks. They significantly reduced their stock positions in BRKB, ADBE (ADBE) and AMZN (AMZN). SANDER CAPITAL ADVISORS INC opened new stock positions in PCAR (PCAR). The fund showed a lot of confidence in some stocks as they added substantially to NVDA (NVDA), JPM (JPM) and GOOG (GOOG).
The top stock holdings of SANDER CAPITAL ADVISORS INC are MSFT, AAPL, AMZN. The fund has invested 46.4% of it's portfolio in MSFT and 16.1% of portfolio in AAPL.
The fund managers got completely rid off SMCI (SMCI) stocks. They significantly reduced their stock positions in BRKB, ADBE (ADBE) and AMZN (AMZN). SANDER CAPITAL ADVISORS INC opened new stock positions in PCAR (PCAR). The fund showed a lot of confidence in some stocks as they added substantially to NVDA (NVDA), JPM (JPM) and GOOG (GOOG).
SANDER CAPITAL ADVISORS INC Annual Return Estimates Vs S&P 500
Our best estimate is that SANDER CAPITAL ADVISORS INC made a return of -0.99% in the last quarter. In trailing 12 months, it's portfolio return was 15.17%.
Sector Distribution
SANDER CAPITAL ADVISORS INC has about 73% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 73 |
| Consumer Cyclical | 12.5 |
| Communication Services | 7.3 |
| Others | 3.9 |
| Financial Services | 2.7 |
Market Cap. Distribution
SANDER CAPITAL ADVISORS INC has about 96.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 94.1 |
| UNALLOCATED | 3.9 |
| LARGE-CAP | 2.1 |
Stocks belong to which Index?
About 96.1% of the stocks held by SANDER CAPITAL ADVISORS INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 96.1 |
| Others | 3.9 |
SANDER CAPITAL ADVISORS INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SANDER CAPITAL ADVISORS INC
SANDER CAPITAL ADVISORS INC has 15 stocks in it's portfolio. About 97.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for SANDER CAPITAL ADVISORS INC last quarter.
Last Reported on: 18 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | aapl | 16.13 | 149,433 | 34,818,000 | reduced | -0.13 | ||
| ADBE | adbe | 3.52 | 14,661 | 7,591,000 | reduced | -0.68 | ||
| AMZN | amzn | 12.48 | 144,601 | 26,944,000 | reduced | -0.47 | ||
| COST | cost | 0.66 | 1,595 | 1,414,000 | added | 0.63 | ||
| GOOG | goog | 7.33 | 94,609 | 15,818,000 | added | 3.55 | ||
| JPM | jpm | 0.09 | 925 | 195,000 | added | 14.91 | ||
| MA | ma | 1.31 | 5,735 | 2,832,000 | reduced | -0.07 | ||
| MSFT | msft | 46.38 | 232,698 | 100,130,000 | added | 0.08 | ||
| NVDA | nvda | 2.37 | 42,088 | 5,111,000 | added | 36.34 | ||
| ORCL | orcl | 2.52 | 31,975 | 5,449,000 | unchanged | 0.00 | ||
| PANW | panw | 2.04 | 12,890 | 4,406,000 | unchanged | 0.00 | ||
| PCAR | pcar | 0.02 | 505 | 50,000 | new | |||
| SMCI | smci | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| V | v | 1.28 | 10,094 | 2,775,000 | added | 0.76 | ||
| brkb | 3.68 | 17,267 | 7,947,000 | reduced | -1.1 | |||
| mkl | 0.18 | 250 | 392,000 | unchanged | 0.00 | |||