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
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$37M
3
+$26.2M
4
CLVT icon
Clarivate
CLVT
+$23.5M
5
NFLX icon
Netflix
NFLX
+$8.58M

Top Sells

1
+$38M
2
+$21M
3
+$20.4M
4
FTNT icon
Fortinet
FTNT
+$12.7M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 21.62%
2 Healthcare 21.46%
3 Industrials 19.51%
4 Financials 11.38%
5 Materials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.2M 2.28%
852,614
+11,042
27
$26.2M 2.05%
+110,199
28
$24.2M 1.88%
291,702
+1,992
29
$23M 1.8%
135,979
+24
30
$23M 1.79%
123,455
+1,238
31
$13.7M 1.07%
124,833
+3,027
32
$5.53M 0.43%
33,286
+943
33
$4.36M 0.34%
31,822
+1,271
34
$3.01M 0.23%
29,072
-940
35
$2.93M 0.23%
21,714
+1,554
36
$2.73M 0.21%
10,095
+543
37
$2.45M 0.19%
15,754
+981
38
$2.31M 0.18%
13,155
+785
39
$2.18M 0.17%
13,259
+1,287
40
$2.18M 0.17%
6,827
+400
41
$2.14M 0.17%
15,275
+1,209
42
$2.13M 0.17%
19,879
+2,157
43
$2.11M 0.16%
44,280
+7,730
44
$2.07M 0.16%
12,550
+796
45
$2.06M 0.16%
9,469
+524
46
$2.03M 0.16%
25,002
+2,552
47
$2.03M 0.16%
19,353
+1,274
48
$1.97M 0.15%
28,692
+1,806
49
$1.83M 0.14%
7,943
+778
50
$1.81M 0.14%
+12,682
1
2
3 4