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
$901M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$17.2M
3
+$15.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$11.3M
5
NDSN icon
Nordson
NDSN
+$4.66M

Top Sells

1
+$18M
2
+$17.5M
3
+$16M
4
SITE icon
SiteOne Landscape Supply
SITE
+$9.71M
5
NEOG icon
Neogen
NEOG
+$5.21M

Sector Composition

1 Healthcare 27.94%
2 Technology 21.79%
3 Industrials 18.4%
4 Materials 10.89%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.14%
14,059
+1,823
52
$1.2M 0.13%
14,073
+993
53
$1.16M 0.13%
9,609
+1,667
54
$1.16M 0.13%
8,434
+1,269
55
$1.15M 0.13%
20,727
+2,622
56
$1.13M 0.13%
7,639
+688
57
$1.11M 0.12%
20,298
+1,764
58
$1.11M 0.12%
8,917
+999
59
$1.08M 0.12%
3,321
+464
60
$1.07M 0.12%
17,423
+2,756
61
$1.05M 0.12%
28,345
+3,927
62
$1.03M 0.11%
32,510
+1,120
63
$992K 0.11%
12,411
+1,495
64
$992K 0.11%
18,516
+2,652
65
$939K 0.1%
16,669
+2,257
66
$922K 0.1%
13,216
+3,049
67
$887K 0.1%
21,776
+3,429
68
$844K 0.09%
6,000
-70
69
$843K 0.09%
6,578
+1,592
70
$839K 0.09%
2,597
+51
71
$823K 0.09%
34,148
+4,410
72
$753K 0.08%
17,723
+4,318
73
$686K 0.08%
8,362
+2,236
74
$574K 0.06%
19,458
+252
75
$508K 0.06%
3,492
1 2
3
4