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
$1.18B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$39.1M
3
+$34.7M
4
PYPL icon
PayPal
PYPL
+$32.7M
5
SPGI icon
S&P Global
SPGI
+$17.9M

Top Sells

1
+$26.2M
2
+$25.6M
3
+$20.6M
4
EEFT icon
Euronet Worldwide
EEFT
+$18M
5
CCI icon
Crown Castle
CCI
+$16M

Sector Composition

1 Technology 23.26%
2 Healthcare 19.24%
3 Industrials 15.14%
4 Financials 12.09%
5 Materials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.8M 2.02%
289,710
+10,920
27
$23.2M 1.97%
135,955
+3,350
28
$21M 1.78%
249,264
+11,461
29
$20.1M 1.7%
363,406
-30,701
30
$19.2M 1.63%
122,217
+8,610
31
$12.2M 1.04%
121,806
+24,613
32
$12M 1.02%
108,350
+1,110
33
$5.21M 0.44%
32,343
+294
34
$3.73M 0.32%
30,551
-7
35
$2.73M 0.23%
20,160
+893
36
$2.51M 0.21%
30,012
+12
37
$2.28M 0.19%
12,370
+1,421
38
$2.25M 0.19%
9,552
+293
39
$2.25M 0.19%
14,773
-167,960
40
$2.07M 0.18%
8,945
+127
41
$1.97M 0.17%
11,972
-42
42
$1.96M 0.17%
6,427
+360
43
$1.9M 0.16%
18,079
+281
44
$1.81M 0.15%
14,066
+421
45
$1.77M 0.15%
22,450
+1,016
46
$1.74M 0.15%
17,722
+279
47
$1.71M 0.14%
20,946
48
$1.7M 0.14%
36,550
+540
49
$1.66M 0.14%
11,754
+230
50
$1.66M 0.14%
25,954
+495
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