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
$1.18B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$39.1M
3 +$34.7M
4
PYPL icon
PayPal
PYPL
+$32.7M
5
SPGI icon
S&P Global
SPGI
+$17.9M

Top Sells

1 +$26.2M
2 +$25.6M
3 +$20.6M
4
EEFT icon
Euronet Worldwide
EEFT
+$18M
5
CCI icon
Crown Castle
CCI
+$16M

Sector Composition

1 Technology 23.26%
2 Healthcare 19.24%
3 Industrials 15.14%
4 Financials 12.09%
5 Materials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.61M 0.14%
25,221
+439
52
$1.61M 0.14%
7,165
+449
53
$1.6M 0.14%
26,886
+193
54
$1.58M 0.13%
10,502
+221
55
$1.51M 0.13%
19,121
+368
56
$1.5M 0.13%
7,157
57
$1.45M 0.12%
19,903
+446
58
$1.38M 0.12%
23,571
+560
59
$1.36M 0.12%
25,768
+1,096
60
$1.34M 0.11%
18,250
+1,713
61
$1.34M 0.11%
21,826
+1,499
62
$1.33M 0.11%
22,925
+1,781
63
$1.31M 0.11%
5,000
64
$1.26M 0.11%
34,804
+2,735
65
$1.17M 0.1%
6,782
-92,814
66
$1.11M 0.09%
2,781
+30
67
$949K 0.08%
15,098
+755
68
$793K 0.07%
3,111
+199
69
$765K 0.06%
3,492
70
$614K 0.05%
+33,554
71
$533K 0.05%
10,000
-5,000
72
$476K 0.04%
3,357
73
$433K 0.04%
7,400
74
$425K 0.04%
18,600
75
$335K 0.03%
4,645