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
$1.4B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$25.3M
3
+$10.4M
4
HUBB icon
Hubbell
HUBB
+$9.31M
5
SCHW icon
Charles Schwab
SCHW
+$3.91M

Top Sells

1
+$26.1M
2
+$22.3M
3
+$8.07M
4
SPGI icon
S&P Global
SPGI
+$7.15M
5
TMDX icon
Transmedics
TMDX
+$6.66M

Sector Composition

1 Technology 31.89%
2 Healthcare 20.07%
3 Industrials 17.18%
4 Financials 12.31%
5 Materials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 0.81%
48,679
+2,629
27
$9.29M 0.66%
53,863
+223
28
$6.78M 0.48%
39,141
+666
29
$6.53M 0.47%
6,872
+65
30
$6.44M 0.46%
11,023
+124
31
$6.42M 0.46%
30,469
+669
32
$6.28M 0.45%
23,159
+677
33
$6.28M 0.45%
16,057
-10
34
$5.94M 0.42%
14,660
+413
35
$5.65M 0.4%
27,221
+681
36
$5.36M 0.38%
31,496
+462
37
$5.28M 0.38%
68,083
+1,536
38
$5.16M 0.37%
16,960
+461
39
$5.16M 0.37%
71,751
+3,175
40
$5.03M 0.36%
34,152
+1,676
41
$4.88M 0.35%
36,346
+986
42
$4.81M 0.34%
42,361
+1,625
43
$4.77M 0.34%
53,946
+17,514
44
$4.71M 0.34%
22,786
+546
45
$4.47M 0.32%
60,516
+2,221
46
$4.29M 0.31%
26,500
+798
47
$3.87M 0.28%
70,854
+2,764
48
$3.84M 0.27%
49,213
+1,638
49
$3.52M 0.25%
78,475
+2,298
50
$3.32M 0.24%
114,729
+6,956
1
2
3 4