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
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$37M
3
+$26.2M
4
CLVT icon
Clarivate
CLVT
+$23.5M
5
NFLX icon
Netflix
NFLX
+$8.58M

Top Sells

1
+$38M
2
+$21M
3
+$20.4M
4
FTNT icon
Fortinet
FTNT
+$12.7M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 21.62%
2 Healthcare 21.46%
3 Industrials 19.51%
4 Financials 11.38%
5 Materials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.14%
20,946
52
$1.73M 0.13%
27,252
+2,031
53
$1.71M 0.13%
11,411
+909
54
$1.63M 0.13%
21,016
+1,895
55
$1.62M 0.13%
28,885
+2,931
56
$1.61M 0.13%
20,131
-475,039
57
$1.6M 0.13%
29,614
+3,846
58
$1.58M 0.12%
20,309
+2,059
59
$1.57M 0.12%
7,157
60
$1.55M 0.12%
5,000
61
$1.54M 0.12%
39,273
+4,469
62
$1.53M 0.12%
21,618
+1,715
63
$1.52M 0.12%
27,078
+4,153
64
$1.51M 0.12%
24,819
+2,993
65
$1.47M 0.11%
7,530
+748
66
$1.43M 0.11%
25,793
+2,222
67
$1.39M 0.11%
59,318
+25,764
68
$1.17M 0.09%
2,709
-72
69
$881K 0.07%
3,678
+567
70
$828K 0.06%
3,492
71
$471K 0.04%
3,347
-10
72
$462K 0.04%
7,400
73
$404K 0.03%
18,600
74
$373K 0.03%
4,979
+334
75
$352K 0.03%
+641
1 2
3
4