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
$314M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.2M
3
+$9.42M
4
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
+$6.25M
5
GWR
Genesee & Wyoming Inc.
GWR
+$3.69M

Top Sells

1
+$12.7M
2
+$10M
3
+$8.44M
4
CMD
Cantel Medical Corporation
CMD
+$5.46M
5
TCOM icon
Trip.com Group
TCOM
+$3.74M

Sector Composition

1 Consumer Staples 17.86%
2 Industrials 17.47%
3 Consumer Discretionary 15.01%
4 Technology 12.07%
5 Healthcare 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.16%
20,674
+659
52
$502K 0.16%
6,318
+93
53
$489K 0.16%
169
-5
54
$481K 0.15%
11,729
+95
55
$476K 0.15%
18,324
+249
56
$474K 0.15%
5,270
+110
57
$474K 0.15%
11,024
+101
58
$464K 0.15%
7,970
-7
59
$454K 0.14%
6,534
+93
60
$454K 0.14%
5,824
+118
61
$451K 0.14%
9,749
+240
62
$442K 0.14%
4,205
+68
63
$436K 0.14%
4,302
-144
64
$436K 0.14%
9,713
+307
65
$428K 0.14%
24,119
+584
66
$421K 0.13%
13,324
-444
67
$418K 0.13%
13,049
+50
68
$402K 0.13%
32,603
-1,134
69
$401K 0.13%
5,518
+116
70
$400K 0.13%
11,478
+312
71
$377K 0.12%
57,974
-2,105
72
$363K 0.12%
2,656
-26
73
$353K 0.11%
12,783
-447
74
$324K 0.1%
9,869
75
$324K 0.1%
115
+42
1 2
3
4