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
$473M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$9.24M
3
+$3.39M
4
SITE icon
SiteOne Landscape Supply
SITE
+$1.72M
5
CMD
Cantel Medical Corporation
CMD
+$915K

Top Sells

1
+$9.22M
2
+$3.34M
3
+$2.28M
4
MTN icon
Vail Resorts
MTN
+$1.81M
5
AKAM icon
Akamai
AKAM
+$71.9K

Sector Composition

1 Technology 19.02%
2 Industrials 18.91%
3 Healthcare 18.63%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.12%
10,834
+332
52
$542K 0.11%
17,017
+531
53
$542K 0.11%
21,778
+721
54
$533K 0.11%
6,330
+202
55
$532K 0.11%
18,682
+750
56
$528K 0.11%
6,059
+188
57
$509K 0.11%
5,940
+108
58
$495K 0.1%
14,658
+528
59
$488K 0.1%
4,680
+169
60
$478K 0.1%
11,076
+219
61
$475K 0.1%
5,882
+250
62
$470K 0.1%
10,513
+1,302
63
$456K 0.1%
4,136
+76
64
$420K 0.09%
3,957
+144
65
– –
-135,928
1 2
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