SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.28%
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10M
3
+$9.97M
4
MTN icon
Vail Resorts
MTN
+$9.46M
5
RRC icon
Range Resources
RRC
+$9.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.24%
2 Industrials 15.09%
3 Healthcare 11.71%
4 Energy 11.69%
5 Materials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.71%
+33,286
27
$967K 0.48%
+5,294
28
$928K 0.46%
+15,475
29
$728K 0.36%
+12,570
30
$666K 0.33%
+10,551
31
$640K 0.32%
+30,030
32
$598K 0.3%
+11,521
33
$587K 0.29%
+21,114
34
$580K 0.29%
+10,392
35
$573K 0.28%
+26,442
36
$556K 0.28%
+20,931
37
$555K 0.27%
+6,065
38
$555K 0.27%
+12,524
39
$550K 0.27%
+9,103
40
$532K 0.26%
+4,495
41
$530K 0.26%
+10,531
42
$510K 0.25%
+10,221
43
$505K 0.25%
+12,580
44
$501K 0.25%
+5,062
45
$501K 0.25%
+6,508
46
$487K 0.24%
+18,217
47
$474K 0.23%
+5,750
48
$474K 0.23%
+19,554
49
$469K 0.23%
+6,053
50
$462K 0.23%
+5,383
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