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
$562M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.16M
3
+$4.77M
4
AWI icon
Armstrong World Industries
AWI
+$933K
5
AMLP icon
Alerian MLP ETF
AMLP
+$898K

Top Sells

1
+$16.1M
2
+$6.34M
3
+$5.06M
4
CDW icon
CDW
CDW
+$1.83M
5
CMD
Cantel Medical Corporation
CMD
+$1.78M

Sector Composition

1 Industrials 24.55%
2 Healthcare 20.57%
3 Technology 18.61%
4 Consumer Discretionary 12.25%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.11%
17,414
+866
52
$577K 0.1%
10,908
+664
53
$573K 0.1%
4,578
+173
54
$568K 0.1%
6,182
+371
55
$562K 0.1%
20,960
-84
56
$561K 0.1%
7,862
+743
57
$544K 0.1%
18,524
+737
58
$507K 0.09%
6,061
+328
59
$500K 0.09%
9,304
+305
60
$499K 0.09%
19,152
-121
61
$488K 0.09%
15,778
+3,459
62
$469K 0.08%
4,358
+376
63
$466K 0.08%
4,177
+68
64
$465K 0.08%
5,977
+227
65
$462K 0.08%
10,790
+293
66
$249K 0.04%
+6,565
67
$25K ﹤0.01%
12,600
68
– –
-130,170
69
– –
-183,240
1 2
3