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
$1.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.9M
3
+$13.8M
4
SHOP icon
Shopify
SHOP
+$12.1M
5
SPLK
Splunk Inc
SPLK
+$11.6M

Top Sells

1
+$25.4M
2
+$17.6M
3
+$11.6M
4
SSNC icon
SS&C Technologies
SSNC
+$8.62M
5
DAY icon
Dayforce
DAY
+$8.19M

Sector Composition

1 Technology 33.07%
2 Industrials 16.08%
3 Healthcare 14.95%
4 Financials 10.2%
5 Materials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 1.88%
160,187
+5,800
27
$18.8M 1.72%
113,607
-14,556
28
$18.4M 1.68%
394,107
+6,080
29
$18M 1.65%
124,515
-175,210
30
$16.3M 1.49%
+49,469
31
$15.9M 1.45%
99,596
+1,307
32
$14.9M 1.36%
+97,193
33
$13M 1.19%
64,713
-29,266
34
$12.1M 1.11%
+107,240
35
$4.68M 0.43%
32,049
-9
36
$4.05M 0.37%
30,558
+1,954
37
$2.74M 0.25%
30,000
-7
38
$2.68M 0.25%
19,267
-14
39
$2.06M 0.19%
9,259
-157
40
$1.98M 0.18%
10,949
-107
41
$1.89M 0.17%
12,014
-202
42
$1.83M 0.17%
21,434
-199
43
$1.66M 0.15%
20,946
44
$1.63M 0.15%
17,443
-193
45
$1.61M 0.15%
6,067
-277
46
$1.61M 0.15%
13,645
-142
47
$1.6M 0.15%
8,818
-86
48
$1.58M 0.14%
36,010
-420
49
$1.5M 0.14%
17,798
-71
50
$1.44M 0.13%
10,281
-123
1
2
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