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
$332M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.51M
3
+$7.13M
4
MAR icon
Marriott International
MAR
+$3.6M
5
MS icon
Morgan Stanley
MS
+$215K

Top Sells

1
+$12.2M
2
+$12M
3
+$10.7M
4
FMC icon
FMC
FMC
+$4.11M
5
CRS icon
Carpenter Technology
CRS
+$3.65M

Sector Composition

1 Industrials 21.96%
2 Technology 16.39%
3 Healthcare 13.75%
4 Consumer Discretionary 13.34%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.45%
22,328
+1,081
27
$1.03M 0.31%
8,758
+859
28
$955K 0.29%
6,484
+394
29
$812K 0.24%
31,472
30
$770K 0.23%
12,082
+633
31
$760K 0.23%
13,128
+825
32
$747K 0.22%
16,941
+201
33
$722K 0.22%
6,306
+451
34
$687K 0.21%
9,268
+694
35
$670K 0.2%
7,157
36
$668K 0.2%
11,218
+1,000
37
$666K 0.2%
7,546
+406
38
$660K 0.2%
4,345
+245
39
$650K 0.2%
17,225
+1,618
40
$650K 0.2%
7,244
+925
41
$642K 0.19%
19,992
+1,760
42
$619K 0.19%
20,174
+1,973
43
$606K 0.18%
15,339
+92
44
$605K 0.18%
12,353
+857
45
$593K 0.18%
4,611
+741
46
$593K 0.18%
8,851
+827
47
$592K 0.18%
10,954
48
$587K 0.18%
5,091
+479
49
$582K 0.18%
20,580
+3,080
50
$576K 0.17%
6,601
+759
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