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
$1.07B
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$22.2M
3
+$18.7M
4
ZBH icon
Zimmer Biomet
ZBH
+$9.53M
5
TECH icon
Bio-Techne
TECH
+$7.53M

Top Sells

1
+$5.99M
2
+$5.71M
3
+$5.58M
4
TMDX icon
Transmedics
TMDX
+$4.39M
5
HON icon
Honeywell
HON
+$2.73M

Sector Composition

1 Technology 34.1%
2 Healthcare 22.18%
3 Financials 12.19%
4 Industrials 11.11%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 1.63%
67,328
-21,509
27
$8.96M 0.84%
28,391
-73
28
$7.92M 0.74%
46,282
-387
29
$5.98M 0.56%
40,993
+124
30
$5.83M 0.55%
34,572
+456
31
$5.4M 0.5%
64,980
-720
32
$4.98M 0.47%
18,255
-22
33
$4.97M 0.47%
34,304
+66
34
$4.89M 0.46%
7,560
+87
35
$4.81M 0.45%
46,695
+618
36
$4.71M 0.44%
30,910
+333
37
$4.7M 0.44%
15,565
+44
38
$4.65M 0.43%
17,642
+195
39
$4.43M 0.41%
38,453
+183
40
$4.39M 0.41%
8,709
-230
41
$4.39M 0.41%
28,180
+287
42
$4.08M 0.38%
72,887
+1,191
43
$3.98M 0.37%
20,763
-238
44
$3.96M 0.37%
35,623
+1,168
45
$3.95M 0.37%
61,803
+3,598
46
$3.89M 0.36%
26,096
+760
47
$3.85M 0.36%
74,693
+1,386
48
$3.85M 0.36%
72,324
+2,840
49
$3.72M 0.35%
56,248
+1,426
50
$3.62M 0.34%
37,900
+1,874
1
2
3 4