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
$937M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.55M
3
+$3.78M
4
PANW icon
Palo Alto Networks
PANW
+$3.49M
5
NOW icon
ServiceNow
NOW
+$3.35M

Top Sells

1
+$22.1M
2
+$14.6M
3
+$11.1M
4
TMDX icon
Transmedics
TMDX
+$8.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.28M

Sector Composition

1 Healthcare 28.36%
2 Technology 26.47%
3 Industrials 17.19%
4 Consumer Discretionary 6.55%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.55M 0.7%
+19,754
27
$6.49M 0.69%
36,173
+423
28
$6.09M 0.65%
54,857
-873
29
$6M 0.64%
46,180
-2,059
30
$5.94M 0.63%
39,167
-3,187
31
$5.66M 0.6%
7,985
-30
32
$5.65M 0.6%
23,585
-293
33
$5.42M 0.58%
64,625
-1,192
34
$5.22M 0.56%
27,832
-417
35
$5.15M 0.55%
16,294
-266
36
$5.07M 0.54%
37,843
-696
37
$5M 0.53%
18,976
-276
38
$4.95M 0.53%
31,553
-713
39
$4.95M 0.53%
96,511
-1,933
40
$4.9M 0.52%
76,637
-1,383
41
$4.72M 0.5%
26,718
-2,063
42
$4.7M 0.5%
24,664
-869
43
$4.63M 0.49%
82,770
-8,060
44
$4.44M 0.47%
69,862
-5,329
45
$4.13M 0.44%
35,332
-2,209
46
$4.02M 0.43%
34,806
-3,914
47
$3.92M 0.42%
51,242
-4,330
48
$3.78M 0.4%
+22,888
49
$3.68M 0.39%
36,724
-8,939
50
$3.57M 0.38%
24,169
-4,577
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