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
$854M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.3M
3
+$14.3M
4
EEFT icon
Euronet Worldwide
EEFT
+$8.73M
5
APTV icon
Aptiv
APTV
+$8.12M

Top Sells

1
+$28.3M
2
+$14.7M
3
+$12.3M
4
USFD icon
US Foods
USFD
+$12M
5
XRAY icon
Dentsply Sirona
XRAY
+$10.8M

Sector Composition

1 Technology 30.26%
2 Industrials 16.39%
3 Healthcare 15.95%
4 Materials 11.06%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.14%
10,446
+283
52
$1.17M 0.14%
15,790
+1,111
53
$1.13M 0.13%
7,157
54
$1.12M 0.13%
9,809
+1,057
55
$1.11M 0.13%
20,946
56
$1.11M 0.13%
20,140
+1,970
57
$1.11M 0.13%
8,764
+601
58
$1.1M 0.13%
34,970
+1,380
59
$1.06M 0.12%
23,746
+2,893
60
$1.05M 0.12%
25,809
+1,592
61
$1M 0.12%
32,329
+2,419
62
$999K 0.12%
10,492
+1,325
63
$962K 0.11%
17,606
+2,584
64
$901K 0.11%
26,390
+3,462
65
$842K 0.1%
16,473
+2,718
66
$819K 0.1%
21,811
+2,799
67
$817K 0.1%
2,638
+28
68
$732K 0.09%
2,581
-1,387
69
$646K 0.08%
13,111
+2,634
70
$569K 0.07%
3,106
+344
71
$498K 0.06%
3,492
72
$476K 0.06%
4,253
-243
73
$425K 0.05%
18,600
-1,386
74
$397K 0.05%
7,758
+36
75
$29K ﹤0.01%
13,000
+3,000
1 2
3
4