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
$314M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.2M
3
+$9.42M
4
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
+$6.25M
5
GWR
Genesee & Wyoming Inc.
GWR
+$3.69M

Top Sells

1
+$12.7M
2
+$10M
3
+$8.44M
4
CMD
Cantel Medical Corporation
CMD
+$5.46M
5
TCOM icon
Trip.com Group
TCOM
+$3.74M

Sector Composition

1 Consumer Staples 17.86%
2 Industrials 17.47%
3 Consumer Discretionary 15.01%
4 Technology 12.07%
5 Healthcare 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$891K 0.28%
7,077
+22
27
$825K 0.26%
8,028
+393
28
$804K 0.26%
7,127
+15
29
$790K 0.25%
14,936
+18
30
$748K 0.24%
8,831
+49
31
$747K 0.24%
13,993
+34
32
$718K 0.23%
40,597
33
$708K 0.23%
6,513
-63
34
$687K 0.22%
10,306
+77
35
$683K 0.22%
22,314
+179
36
$680K 0.22%
12,737
-138
37
$654K 0.21%
18,988
+6
38
$640K 0.2%
9,612
+21
39
$636K 0.2%
9,364
+4,565
40
$615K 0.2%
12,210
+89
41
$603K 0.19%
14,094
42
$600K 0.19%
22,784
-204
43
$586K 0.19%
4,428
-2,482
44
$568K 0.18%
4,315
+57
45
$567K 0.18%
12,286
-76
46
$566K 0.18%
3,917
+32
47
$549K 0.17%
4,649
+25
48
$548K 0.17%
7,157
49
$547K 0.17%
5,761
-60
50
$529K 0.17%
7,477
-92
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2
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