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
$1.3B
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$43.4M
3
+$37.1M
4
ILMN icon
Illumina
ILMN
+$29.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$28.3M

Top Sells

1
+$89.2M
2
+$45M
3
+$30.2M
4
TDY icon
Teledyne Technologies
TDY
+$20.3M
5
TECH icon
Bio-Techne
TECH
+$9.27M

Sector Composition

1 Technology 31.51%
2 Healthcare 20.72%
3 Industrials 16.45%
4 Financials 12.68%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.37%
241,144
-2,594
27
$11.9M 0.91%
26,535
-513
28
$9.7M 0.74%
46,050
+1,225
29
$8.61M 0.66%
53,640
-3,730
30
$6.35M 0.49%
38,475
+476
31
$6.18M 0.47%
31,034
-1,015
32
$6.03M 0.46%
29,800
-704
33
$5.66M 0.43%
26,540
-601
34
$5.55M 0.43%
10,899
+71
35
$5.36M 0.41%
6,807
+62
36
$5.35M 0.41%
16,067
-250
37
$5.21M 0.4%
22,482
-731
38
$5.08M 0.39%
32,476
+45
39
$5.04M 0.39%
40,736
-187
40
$4.9M 0.38%
14,247
+170
41
$4.42M 0.34%
66,547
-1,437
42
$4.36M 0.33%
68,576
+1,483
43
$4.33M 0.33%
22,240
+741
44
$4.2M 0.32%
16,499
+457
45
$4.19M 0.32%
35,360
+969
46
$3.76M 0.29%
25,702
+68
47
$3.69M 0.28%
58,295
+361
48
$3.61M 0.28%
68,090
+1,102
49
$3.4M 0.26%
47,575
-4,470
50
$3.23M 0.25%
17,752
-60
1
2
3 4