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
$562M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.16M
3
+$4.77M
4
AWI icon
Armstrong World Industries
AWI
+$933K
5
AMLP icon
Alerian MLP ETF
AMLP
+$898K

Top Sells

1
+$16.1M
2
+$6.34M
3
+$5.06M
4
CDW icon
CDW
CDW
+$1.83M
5
CMD
Cantel Medical Corporation
CMD
+$1.78M

Sector Composition

1 Industrials 24.55%
2 Healthcare 20.57%
3 Technology 18.61%
4 Consumer Discretionary 12.25%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.82%
103,611
+3,030
27
$9.85M 1.75%
331,620
+3,230
28
$9.49M 1.69%
194,903
+2,687
29
$8.72M 1.55%
340,128
+185,895
30
$7.35M 1.31%
98,976
+2,584
31
$4.03M 0.72%
20,491
+429
32
$2.21M 0.39%
20,700
+66
33
$1.18M 0.21%
8,415
+505
34
$965K 0.17%
22,816
+1,148
35
$959K 0.17%
3,250
-21
36
$945K 0.17%
7,157
37
$853K 0.15%
7,281
+437
38
$840K 0.15%
9,733
-119
39
$837K 0.15%
12,293
+889
40
$824K 0.15%
5,226
+51
41
$805K 0.14%
4,678
+494
42
$752K 0.13%
5,547
+48
43
$750K 0.13%
12,353
+1,808
44
$740K 0.13%
3,907
+49
45
$704K 0.13%
15,254
+437
46
$688K 0.12%
4,787
+40
47
$656K 0.12%
8,701
+345
48
$628K 0.11%
13,694
+115
49
$617K 0.11%
6,210
+103
50
$603K 0.11%
4,109
+133
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