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
$304M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.8M
3
+$8.82M
4
MAR icon
Marriott International
MAR
+$8.01M
5
CPHD
Cepheid Inc
CPHD
+$7.89M

Top Sells

1
+$12.9M
2
+$11.8M
3
+$11M
4
CMP icon
Compass Minerals
CMP
+$8.48M
5
GWR
Genesee & Wyoming Inc.
GWR
+$2.48M

Sector Composition

1 Industrials 22.16%
2 Healthcare 14.76%
3 Consumer Discretionary 14.63%
4 Consumer Staples 12.91%
5 Technology 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$962K 0.32%
26,269
-10,594
27
$922K 0.3%
40,597
28
$862K 0.28%
7,967
-61
29
$843K 0.28%
6,053
-1,024
30
$705K 0.23%
14,094
31
$684K 0.22%
5,860
-1,267
32
$678K 0.22%
11,490
-2,503
33
$660K 0.22%
12,212
-2,724
34
$641K 0.21%
7,146
-1,685
35
$600K 0.2%
8,490
-1,816
36
$597K 0.2%
4,122
-193
37
$593K 0.19%
7,157
38
$575K 0.19%
4,574
-75
39
$540K 0.18%
11,559
-170
40
$528K 0.17%
17,857
-467
41
$520K 0.17%
3,898
-530
42
$518K 0.17%
9,580
-169
43
$514K 0.17%
6,239
-79
44
$511K 0.17%
10,112
-2,098
45
$508K 0.17%
18,048
-4,266
46
$504K 0.17%
10,870
-154
47
$502K 0.16%
7,930
-1,682
48
$501K 0.16%
15,478
-3,510
49
$492K 0.16%
3,873
-44
50
$482K 0.16%
5,764
-60
1
2
3 4