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
$222M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.13M
3
+$349K
4
TPLM
Triangle Petroleum Corporation
TPLM
+$338K
5
MOS icon
The Mosaic Company
MOS
+$283K

Top Sells

1
+$5.32M
2
+$4.73M
3
+$3.31M
4
MTN icon
Vail Resorts
MTN
+$2.67M
5
CMCO icon
Columbus McKinnon
CMCO
+$640K

Sector Composition

1 Consumer Staples 16.12%
2 Industrials 13.14%
3 Energy 12.23%
4 Materials 10.3%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.2%
19,594
+40
52
$439K 0.2%
21,355
53
$436K 0.2%
44,400
+34,400
54
$422K 0.19%
4,986
55
$421K 0.19%
4,965
+15
56
$414K 0.19%
10,196
+15
57
$411K 0.18%
6,934
+20
58
$391K 0.18%
9,481
+20
59
$361K 0.16%
4,199
-445
60
$334K 0.15%
19
61
$332K 0.15%
6,763
62
$332K 0.15%
9,900
+1,000
63
$312K 0.14%
1,650
-779
64
$311K 0.14%
12,740
+30
65
$308K 0.14%
112
66
$306K 0.14%
6,563
67
$304K 0.14%
9,671
+5
68
$298K 0.13%
4,236
69
$290K 0.13%
1,119
+363
70
$277K 0.12%
8,701
-365
71
$270K 0.12%
2,750
72
$265K 0.12%
5,058
73
$263K 0.12%
7,669
+30
74
$249K 0.11%
+10,050
75
$231K 0.1%
4,455
1 2
3
4 5