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
$1.2B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$85.6M
2
+$21M
3
+$8.28M
4
SCHW icon
Charles Schwab
SCHW
+$7.85M
5
TECH icon
Bio-Techne
TECH
+$5.99M

Top Sells

1
+$29.4M
2
+$22.7M
3
+$19.8M
4
PAYC icon
Paycom
PAYC
+$17.5M
5
PANW icon
Palo Alto Networks
PANW
+$12.4M

Sector Composition

1 Technology 32.23%
2 Healthcare 22.72%
3 Financials 13.77%
4 Industrials 7.99%
5 Materials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.52M 0.54%
58,450
-6,530
27
$5.59M 0.46%
6,887
-673
28
$5.58M 0.46%
38,084
-2,909
29
$5.27M 0.44%
30,972
-3,332
30
$4.95M 0.41%
27,649
-3,261
31
$4.94M 0.41%
14,260
-1,305
32
$4.9M 0.41%
16,577
-1,678
33
$4.81M 0.4%
16,225
-1,417
34
$4.72M 0.39%
18,117
-2,646
35
$4.7M 0.39%
31,495
-3,077
36
$4.7M 0.39%
32,466
-3,157
37
$4.57M 0.38%
41,899
-4,796
38
$4.42M 0.37%
23,603
-2,493
39
$4.16M 0.35%
34,898
-3,555
40
$4.15M 0.35%
7,886
-823
41
$3.99M 0.33%
25,476
-2,704
42
$3.91M 0.32%
66,360
-6,527
43
$3.8M 0.32%
65,950
-6,374
44
$3.77M 0.31%
34,749
-3,151
45
$3.77M 0.31%
51,520
-4,728
46
$3.71M 0.31%
56,897
-4,906
47
$3.65M 0.3%
66,564
-8,129
48
$3.57M 0.3%
20,928
-1,665
49
$2.83M 0.24%
75,073
-12,483
50
$2.79M 0.23%
97,032
-10,601
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