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
$937M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.55M
3
+$3.78M
4
PANW icon
Palo Alto Networks
PANW
+$3.49M
5
NOW icon
ServiceNow
NOW
+$3.35M

Top Sells

1
+$22.1M
2
+$14.6M
3
+$11.1M
4
TMDX icon
Transmedics
TMDX
+$8.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.28M

Sector Composition

1 Healthcare 28.36%
2 Technology 26.47%
3 Industrials 17.19%
4 Consumer Discretionary 6.55%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.36%
66,470
-8,681
52
$3.34M 0.36%
30,375
-3,681
53
$3.04M 0.32%
77,129
-17,677
54
$2.96M 0.32%
68,728
-18,175
55
$2.73M 0.29%
20,132
-3,820
56
$1.82M 0.19%
20,946
57
$1.8M 0.19%
24,072
58
$1.37M 0.15%
3,562
+149
59
$761K 0.08%
28,785
-57,840
60
$706K 0.08%
3,492
61
$664K 0.07%
2,907
62
$630K 0.07%
8,000
63
$619K 0.07%
2,973
-105,921
64
$589K 0.06%
3,650
65
$544K 0.06%
33,554
66
$477K 0.05%
4,326
67
$446K 0.05%
6,693
68
$423K 0.05%
1,769
-70
69
$350K 0.04%
9,824
+98
70
$325K 0.03%
2,240
71
$314K 0.03%
17,048
+1,000
72
$267K 0.03%
+5,525
73
$250K 0.03%
5,560
-246,962
74
$249K 0.03%
+3,682
75
$235K 0.03%
1,383
1 2
3
4