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
$992M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$23.8M
3
+$22.8M
4
JPM icon
JPMorgan Chase
JPM
+$15.8M
5
USB icon
US Bancorp
USB
+$13.9M

Top Sells

1
+$19.4M
2
+$18.8M
3
+$13.5M
4
ADBE icon
Adobe
ADBE
+$9.59M
5
TECH icon
Bio-Techne
TECH
+$6.36M

Sector Composition

1 Technology 30.41%
2 Industrials 16.9%
3 Healthcare 14.3%
4 Materials 10.2%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.14%
20,946
52
$1.33M 0.13%
8,904
+140
53
$1.33M 0.13%
36,430
+1,460
54
$1.32M 0.13%
16,645
+855
55
$1.31M 0.13%
7,157
56
$1.29M 0.13%
17,869
+1,251
57
$1.28M 0.13%
20,713
+1,497
58
$1.27M 0.13%
21,286
+1,146
59
$1.24M 0.12%
25,089
+1,343
60
$1.22M 0.12%
35,048
+2,719
61
$1.19M 0.12%
25,352
-457
62
$1.18M 0.12%
18,955
+1,349
63
$1.17M 0.12%
11,684
+1,192
64
$1.13M 0.11%
10,404
+595
65
$1.1M 0.11%
26,979
+589
66
$905K 0.09%
+9,450
67
$894K 0.09%
23,505
+1,694
68
$888K 0.09%
2,643
+5
69
$841K 0.08%
19,509
+3,036
70
$786K 0.08%
14,583
+1,472
71
$565K 0.06%
3,492
72
$495K 0.05%
2,992
-114
73
$429K 0.04%
7,465
-293
74
$414K 0.04%
19,203
+603
75
$382K 0.04%
3,377
-876
1 2
3
4