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
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$12.8M
3
+$11.4M
4
TYL icon
Tyler Technologies
TYL
+$10.4M
5
PAYC icon
Paycom
PAYC
+$4.86M

Top Sells

1
+$16.4M
2
+$15.7M
3
+$6.55M
4
TRV icon
Travelers Companies
TRV
+$5.22M
5
DIS icon
Walt Disney
DIS
+$3.6M

Sector Composition

1 Technology 30.85%
2 Healthcare 25.37%
3 Industrials 14.19%
4 Financials 9.31%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.99M 0.77%
48,462
+2,282
27
$6.34M 0.61%
42,638
+3,471
28
$5.75M 0.55%
35,249
-924
29
$5.69M 0.55%
88,760
+5,990
30
$5.4M 0.52%
63,232
-1,393
31
$5.27M 0.5%
32,302
+749
32
$5.26M 0.5%
18,801
-175
33
$5.19M 0.5%
7,763
-222
34
$5.15M 0.49%
48,441
-6,416
35
$4.93M 0.47%
23,185
-1,479
36
$4.9M 0.47%
37,579
-264
37
$4.78M 0.46%
16,210
-84
38
$4.69M 0.45%
75,644
+5,782
39
$4.62M 0.44%
37,658
+2,326
40
$4.55M 0.44%
39,730
+4,924
41
$4.52M 0.43%
35,463
+5,088
42
$4.52M 0.43%
29,174
+2,456
43
$4.48M 0.43%
74,426
-2,211
44
$4.38M 0.42%
56,763
+5,521
45
$4.37M 0.42%
26,471
+2,302
46
$4.31M 0.41%
23,162
+274
47
$4.3M 0.41%
18,795
-4,790
48
$4.27M 0.41%
+9,028
49
$4.2M 0.4%
76,683
+10,213
50
$4.19M 0.4%
102,688
+6,177
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