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
$280M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.46M
3
+$4.24M
4
WMS icon
Advanced Drainage Systems
WMS
+$2.5M
5
IEX icon
IDEX
IEX
+$554K

Top Sells

1
+$9.29M
2
+$8.45M
3
+$2.06M
4
IPHS
Innophos Holdings, Inc.
IPHS
+$1.17M
5
BIDU icon
Baidu
BIDU
+$617K

Sector Composition

1 Consumer Discretionary 13.72%
2 Energy 12.72%
3 Consumer Staples 12.39%
4 Technology 12.13%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$719K 0.26%
7,653
+2,228
52
$717K 0.26%
28,468
-2,360
53
$713K 0.25%
10,939
+3,128
54
$712K 0.25%
14,989
+4,556
55
$710K 0.25%
16,058
+4,929
56
$709K 0.25%
7,163
+747
57
$680K 0.24%
53,916
+24,882
58
$678K 0.24%
15,272
-918
59
$665K 0.24%
11,046
+1,968
60
$657K 0.23%
6,930
+1,309
61
$653K 0.23%
6,946
+2,377
62
$652K 0.23%
24,503
+2,752
63
$629K 0.22%
4,879
-288
64
$612K 0.22%
16,919
+2,024
65
$588K 0.21%
15,489
+5,659
66
$556K 0.2%
12,010
-701
67
$554K 0.2%
+7,657
68
$551K 0.2%
18,690
+3,962
69
$545K 0.19%
49,536
-2,886
70
$531K 0.19%
11,565
+1,793
71
$482K 0.17%
2,595
-153
72
$457K 0.16%
3,934
-119
73
$457K 0.16%
7,488
-459
74
$420K 0.15%
27,924
-1,647
75
$408K 0.15%
46,329
-2,736
1 2
3
4