SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$41.9M
3
+$41.2M
4
PAYC icon
Paycom
PAYC
+$30.5M
5
JBTM
JBT Marel
JBTM
+$23.1M

Top Sells

1
+$47.3M
2
+$39M
3
+$37.8M
4
A icon
Agilent Technologies
A
+$29.5M
5
MRCY icon
Mercury Systems
MRCY
+$27.3M

Sector Composition

1 Technology 25.76%
2 Healthcare 22.4%
3 Industrials 18.85%
4 Financials 8.31%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.1M 1.98%
+194,822
27
$22.6M 1.94%
139,731
+1,847
28
$22.5M 1.93%
1,155,626
+139,532
29
$5.55M 0.48%
31,768
+495
30
$4.7M 0.4%
37,758
+2,112
31
$3.71M 0.32%
12,030
+1,073
32
$3.7M 0.32%
24,232
+1,164
33
$3.64M 0.31%
22,329
+1,260
34
$3.09M 0.27%
49,070
+2,970
35
$3.07M 0.26%
26,072
-1,000
36
$2.94M 0.25%
21,511
+1,056
37
$2.79M 0.24%
17,628
+1,622
38
$2.65M 0.23%
14,188
+1,236
39
$2.65M 0.23%
14,969
+911
40
$2.65M 0.23%
11,886
+1,099
41
$2.55M 0.22%
13,968
+1,241
42
$2.43M 0.21%
46,999
+4,040
43
$2.43M 0.21%
8,119
+779
44
$2.4M 0.21%
9,714
+966
45
$2.4M 0.21%
31,634
+2,594
46
$2.37M 0.2%
15,531
+1,330
47
$2.35M 0.2%
36,849
+3,442
48
$2.33M 0.2%
37,610
+3,266
49
$2.32M 0.2%
17,018
+2,957
50
$2.26M 0.19%
27,641
+2,482
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