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
$1.29B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$40.3M
3
+$7.53M
4
TMDX icon
Transmedics
TMDX
+$7M
5
ENTG icon
Entegris
ENTG
+$6.79M

Top Sells

1
+$35.9M
2
+$16.5M
3
+$16M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$13.9M
5
SPLK
Splunk Inc
SPLK
+$10.7M

Sector Composition

1 Technology 27.54%
2 Industrials 19.51%
3 Healthcare 18.87%
4 Financials 9.02%
5 Materials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.15%
12,727
+749
52
$1.98M 0.15%
25,159
+1,649
53
$1.97M 0.15%
29,228
+1,110
54
$1.91M 0.15%
37,114
+3,929
55
$1.9M 0.15%
33,407
+3,269
56
$1.89M 0.15%
9,048
+940
57
$1.88M 0.15%
24,582
+1,839
58
$1.77M 0.14%
34,147
+3,597
59
$1.69M 0.13%
20,946
60
$1.65M 0.13%
28,151
+1,113
61
$1.53M 0.12%
3,209
+456
62
$1.53M 0.12%
25,289
+3,225
63
$1.2M 0.09%
4,700
-300
64
$1.1M 0.09%
44,318
65
$943K 0.07%
3,492
66
$854K 0.07%
4,241
+464
67
$687K 0.05%
2,907
-4,250
68
$491K 0.04%
7,400
69
$433K 0.03%
2,872
-68
70
$416K 0.03%
641
71
$389K 0.03%
3,172
72
$357K 0.03%
4,783
-196
73
$346K 0.03%
18,600
-282
74
$324K 0.03%
493
75
$320K 0.02%
497
1 2
3
4