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
$295M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.89M
3
+$5.32M
4
RRC icon
Range Resources
RRC
+$2.94M
5
CRS icon
Carpenter Technology
CRS
+$2.8M

Top Sells

1
+$9.46M
2
+$7.77M
3
+$6.19M
4
BIDU icon
Baidu
BIDU
+$3.11M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.21M

Sector Composition

1 Technology 14.48%
2 Consumer Discretionary 13.58%
3 Healthcare 13.03%
4 Consumer Staples 12.96%
5 Energy 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.24%
23,231
-2,760
52
$703K 0.24%
13,701
+336
53
$700K 0.24%
6,236
-20
54
$698K 0.24%
14,921
+406
55
$667K 0.23%
159
+7
56
$655K 0.22%
7,157
-6
57
$654K 0.22%
12,316
+522
58
$642K 0.22%
25,296
+793
59
$596K 0.2%
7,657
60
$575K 0.2%
27,181
-5,922
61
$574K 0.19%
17,858
-832
62
$565K 0.19%
11,460
-105
63
$561K 0.19%
5,085
+206
64
$536K 0.18%
58,368
+4,452
65
$524K 0.18%
56,942
+21,502
66
$516K 0.18%
+12,505
67
$514K 0.17%
5,489
-1,441
68
$482K 0.16%
8,223
+339
69
$471K 0.16%
+11,330
70
$468K 0.16%
12,130
71
$453K 0.15%
3,992
+58
72
$450K 0.15%
7,186
+64
73
$430K 0.15%
18,415
-4,296
74
$430K 0.15%
29,190
+1,266
75
$429K 0.15%
21,086
+927
1 2
3
4