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
$319M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.33M
3
+$8.84M
4
CPHD
Cepheid Inc
CPHD
+$3.43M
5
MAR icon
Marriott International
MAR
+$531K

Top Sells

1
+$11.9M
2
+$8.34M
3
+$3.36M
4
ADBE icon
Adobe
ADBE
+$3.02M
5
PSMT icon
Pricesmart
PSMT
+$3.01M

Sector Composition

1 Industrials 23.13%
2 Healthcare 15.94%
3 Consumer Staples 12.01%
4 Consumer Discretionary 10.99%
5 Technology 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.41%
21,247
+136
27
$958K 0.3%
7,899
-68
28
$892K 0.28%
6,090
+37
29
$810K 0.25%
31,472
-9,125
30
$759K 0.24%
11,449
-41
31
$732K 0.23%
12,303
+91
32
$697K 0.22%
5,855
-5
33
$656K 0.21%
7,140
-6
34
$643K 0.2%
15,247
-11,022
35
$628K 0.2%
8,574
+84
36
$623K 0.2%
10,954
-3,140
37
$609K 0.19%
18,232
+184
38
$607K 0.19%
16,740
39
$595K 0.19%
4,100
-22
40
$594K 0.19%
18,201
+344
41
$588K 0.18%
7,157
42
$583K 0.18%
11,496
-63
43
$562K 0.18%
10,218
+106
44
$555K 0.17%
4,612
+38
45
$548K 0.17%
5,842
+78
46
$542K 0.17%
9,708
+128
47
$535K 0.17%
4,120
+247
48
$535K 0.17%
6,319
+80
49
$520K 0.16%
8,024
+94
50
$512K 0.16%
15,607
+129
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