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
$854M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.3M
3
+$14.3M
4
EEFT icon
Euronet Worldwide
EEFT
+$8.73M
5
APTV icon
Aptiv
APTV
+$8.12M

Top Sells

1
+$28.3M
2
+$14.7M
3
+$12.3M
4
USFD icon
US Foods
USFD
+$12M
5
XRAY icon
Dentsply Sirona
XRAY
+$10.8M

Sector Composition

1 Technology 30.26%
2 Industrials 16.39%
3 Healthcare 15.95%
4 Materials 11.06%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 1.91%
+680,892
27
$15.9M 1.86%
94,939
-3,594
28
$15M 1.75%
131,329
-33,891
29
$14.3M 1.67%
+71,797
30
$13.5M 1.59%
755,723
-15,275
31
$13.5M 1.58%
73,141
-34,676
32
$12M 1.41%
46,461
-1,880
33
$5.41M 0.63%
40,263
+19,237
34
$5.25M 0.62%
103,596
+61,783
35
$4.15M 0.49%
31,822
-689
36
$2.63M 0.31%
28,828
-648
37
$2.27M 0.27%
18,964
+589
38
$2.07M 0.24%
30,000
39
$1.93M 0.23%
20,481
+11,206
40
$1.81M 0.21%
8,914
-91
41
$1.65M 0.19%
11,724
+539
42
$1.54M 0.18%
6,156
+138
43
$1.5M 0.18%
20,515
+817
44
$1.48M 0.17%
16,618
+109
45
$1.41M 0.16%
6,000
46
$1.4M 0.16%
13,236
+875
47
$1.38M 0.16%
23,015
+769
48
$1.26M 0.15%
16,617
+1,566
49
$1.23M 0.14%
6,675
+381
50
$1.19M 0.14%
19,216
+189
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