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
$1.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.9M
3
+$13.8M
4
SHOP icon
Shopify
SHOP
+$12.1M
5
SPLK
Splunk Inc
SPLK
+$11.6M

Top Sells

1
+$25.4M
2
+$17.6M
3
+$11.6M
4
SSNC icon
SS&C Technologies
SSNC
+$8.62M
5
DAY icon
Dayforce
DAY
+$8.19M

Sector Composition

1 Technology 33.07%
2 Industrials 16.08%
3 Healthcare 14.95%
4 Financials 10.2%
5 Materials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.13%
6,716
-130
52
$1.43M 0.13%
7,157
53
$1.39M 0.13%
11,524
-160
54
$1.39M 0.13%
18,753
-202
55
$1.38M 0.13%
24,782
-570
56
$1.36M 0.12%
5,000
57
$1.35M 0.12%
24,672
-417
58
$1.29M 0.12%
16,537
-108
59
$1.27M 0.12%
25,459
-860
60
$1.24M 0.11%
26,693
-286
61
$1.24M 0.11%
21,144
-142
62
$1.2M 0.11%
19,457
-52
63
$1.2M 0.11%
20,327
-386
64
$1.18M 0.11%
32,069
-2,979
65
$1.1M 0.1%
23,011
-494
66
$1.03M 0.09%
2,751
+108
67
$1M 0.09%
14,343
-240
68
$623K 0.06%
2,912
-80
69
$611K 0.06%
3,492
70
$460K 0.04%
3,357
-20
71
$433K 0.04%
7,400
-65
72
$404K 0.04%
18,600
-603
73
$321K 0.03%
4,645
+1,215
74
$267K 0.02%
+9,229
75
$255K 0.02%
15,000
+2,000
1 2
3
4