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
$1.25B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$21.1M
3
+$5.75M
4
PANW icon
Palo Alto Networks
PANW
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$35.9M
2
+$9.25M
3
+$7.28M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.67M
5
TYL icon
Tyler Technologies
TYL
+$3.6M

Sector Composition

1 Technology 32.04%
2 Healthcare 18.86%
3 Financials 13.61%
4 Industrials 8.25%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.22%
71,439
+1,908
52
$1.96M 0.16%
20,472
-4,500
53
$1.92M 0.15%
14,570
-272,124
54
$1.58M 0.13%
14,931
+929
55
$1.42M 0.11%
2,709
-78
56
$1.08M 0.09%
24,550
-1,050
57
$1.01M 0.08%
11,345
-1,435
58
$720K 0.06%
8,000
59
$717K 0.06%
45,769
60
$709K 0.06%
2,907
61
$672K 0.05%
5,496
-3,101
62
$658K 0.05%
8,861
63
$524K 0.04%
2,400
64
$477K 0.04%
7,845
+175
65
$469K 0.04%
6,693
66
$434K 0.03%
602
+100
67
$431K 0.03%
2,098
-721
68
$424K 0.03%
1,699
69
$384K 0.03%
1,800
70
$380K 0.03%
2,588
-212
71
$356K 0.03%
3,393
72
$352K 0.03%
+6,167
73
$342K 0.03%
2,946
74
$332K 0.03%
2,582
-500
75
$323K 0.03%
497
1 2
3
4