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
$473M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.24M
3
+$3.39M
4
SITE icon
SiteOne Landscape Supply
SITE
+$1.72M
5
CMD
Cantel Medical Corporation
CMD
+$915K

Top Sells

1
+$9.22M
2
+$3.34M
3
+$2.28M
4
MTN icon
Vail Resorts
MTN
+$1.81M
5
AKAM icon
Akamai
AKAM
+$71.9K

Sector Composition

1 Technology 19.02%
2 Industrials 18.91%
3 Healthcare 18.63%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.24M 1.95%
+97,805
27
$8.63M 1.82%
327,320
+11,910
28
$6.24M 1.32%
309,442
+13,863
29
$6.22M 1.31%
150,038
+7,152
30
$3.51M 0.74%
20,154
+105
31
$1.89M 0.4%
20,665
+259
32
$1.06M 0.22%
7,995
+136
33
$822K 0.17%
22,828
+364
34
$809K 0.17%
7,157
35
$741K 0.16%
10,099
+234
36
$720K 0.15%
7,023
+155
37
$720K 0.15%
5,687
+132
38
$690K 0.15%
3,491
+89
39
$690K 0.15%
10,603
+232
40
$664K 0.14%
11,670
+296
41
$661K 0.14%
4,314
+114
42
$644K 0.14%
20,155
+270
43
$643K 0.14%
8,673
+225
44
$642K 0.14%
14,304
+315
45
$618K 0.13%
4,031
+109
46
$617K 0.13%
7,646
+130
47
$609K 0.13%
4,143
+326
48
$565K 0.12%
9,240
+287
49
$562K 0.12%
7,547
+231
50
$561K 0.12%
5,224
+381
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