SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.46M
3
+$4.24M
4
WMS icon
Advanced Drainage Systems
WMS
+$2.5M
5
IEX icon
IDEX
IEX
+$554K

Top Sells

1
+$9.29M
2
+$8.45M
3
+$2.06M
4
IPHS
Innophos Holdings, Inc.
IPHS
+$1.17M
5
BIDU icon
Baidu
BIDU
+$617K

Sector Composition

1 Consumer Discretionary 13.72%
2 Energy 12.72%
3 Consumer Staples 12.39%
4 Technology 12.13%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.46%
25,949
-10,706
27
$1.2M 0.43%
6,587
+318
28
$980K 0.35%
9,196
+1,918
29
$971K 0.35%
13,879
30
$970K 0.35%
10,896
+475
31
$969K 0.35%
42
+1
32
$946K 0.34%
12,130
33
$922K 0.33%
10,049
+861
34
$890K 0.32%
7,512
+781
35
$886K 0.32%
12,999
36
$876K 0.31%
25,991
+7,070
37
$867K 0.31%
12,717
+1,211
38
$849K 0.3%
15,001
+883
39
$833K 0.3%
23,929
+1,233
40
$822K 0.29%
11,274
+1,566
41
$809K 0.29%
9,247
+1,178
42
$787K 0.28%
13,365
-8,727
43
$765K 0.27%
9,139
+1,451
44
$746K 0.27%
6,256
+873
45
$744K 0.27%
26,525
+2,218
46
$742K 0.26%
11,794
-697
47
$742K 0.26%
22,711
+1,524
48
$742K 0.26%
33,103
+4,023
49
$726K 0.26%
14,515
+1,465
50
$720K 0.26%
16,866
+1,942
1
2
3 4