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
$1.25B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$21.1M
3
+$5.75M
4
PANW icon
Palo Alto Networks
PANW
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$35.9M
2
+$9.25M
3
+$7.28M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.67M
5
TYL icon
Tyler Technologies
TYL
+$3.6M

Sector Composition

1 Technology 32.04%
2 Healthcare 18.86%
3 Financials 13.61%
4 Industrials 8.25%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.61%
57,370
-1,080
27
$6.17M 0.49%
37,999
-85
28
$6.11M 0.49%
30,504
-468
29
$5.98M 0.48%
16,317
-260
30
$5.79M 0.46%
27,141
-508
31
$5.62M 0.45%
6,745
-142
32
$5.43M 0.43%
32,049
-417
33
$5.4M 0.43%
14,077
-183
34
$5.4M 0.43%
40,923
-976
35
$5.36M 0.43%
10,828
+2,942
36
$5.29M 0.42%
23,213
-390
37
$5.12M 0.41%
32,431
+936
38
$4.52M 0.36%
16,042
-183
39
$4.44M 0.36%
67,984
+2,034
40
$4.23M 0.34%
52,045
+525
41
$4.22M 0.34%
34,391
-507
42
$4.1M 0.33%
67,093
+733
43
$4.06M 0.32%
25,634
+158
44
$4.05M 0.32%
57,934
+1,037
45
$3.88M 0.31%
66,988
+424
46
$3.75M 0.3%
21,499
+571
47
$3.44M 0.28%
17,812
-305
48
$3.28M 0.26%
34,895
+146
49
$3.19M 0.26%
76,057
+984
50
$3M 0.24%
107,983
+10,951
1
2
3 4