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
$1.22B
AUM Growth
-$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$25.1M
3
+$19.6M
4
ACM icon
Aecom
ACM
+$13.3M
5
DHR icon
Danaher
DHR
+$10.4M

Top Sells

1
+$35.1M
2
+$30.3M
3
+$13.6M
4
TMDX icon
Transmedics
TMDX
+$11.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.17M

Sector Composition

1 Technology 34.17%
2 Industrials 22.13%
3 Financials 12.98%
4 Healthcare 10.07%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.55M 0.7%
51,084
-424
27
$7.42M 0.61%
30,250
+34
28
$6.77M 0.56%
39,708
+341
29
$6.51M 0.54%
6,876
+26
30
$6.34M 0.52%
27,397
+131
31
$6.14M 0.51%
22,829
-17
32
$5.81M 0.48%
34,740
+389
33
$5.74M 0.47%
10,964
-3
34
$5.67M 0.47%
36,776
+226
35
$5.43M 0.45%
14,804
+117
36
$5.4M 0.44%
67,388
+439
37
$5.38M 0.44%
17,232
+178
38
$5.3M 0.44%
16,071
+93
39
$5.25M 0.43%
73,332
+822
40
$4.9M 0.4%
31,915
+285
41
$4.59M 0.38%
27,686
+1,035
42
$4.49M 0.37%
+16,731
43
$4.17M 0.34%
23,230
+294
44
$4.16M 0.34%
46,329
+3,599
45
$3.87M 0.32%
51,564
+1,714
46
$3.84M 0.32%
20,189
+257
47
$3.74M 0.31%
82,370
+2,837
48
$3.62M 0.3%
57,099
+3,746
49
$3.57M 0.29%
+6,530
50
$3.39M 0.28%
82,377
+6,709
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