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
$1.3B
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$43.4M
3
+$37.1M
4
ILMN icon
Illumina
ILMN
+$29.4M
5
CDNS icon
Cadence Design Systems
CDNS
+$28.3M

Top Sells

1
+$89.2M
2
+$45M
3
+$30.2M
4
TDY icon
Teledyne Technologies
TDY
+$20.3M
5
TECH icon
Bio-Techne
TECH
+$9.27M

Sector Composition

1 Technology 31.51%
2 Healthcare 20.72%
3 Industrials 16.45%
4 Financials 12.68%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.24%
76,177
+120
52
$3.02M 0.23%
107,773
-210
53
$2.77M 0.21%
71,408
-31
54
$2.75M 0.21%
36,432
+1,537
55
$1.89M 0.15%
20,472
56
$1.82M 0.14%
3,320
+611
57
$1.57M 0.12%
14,474
-96
58
$1.57M 0.12%
16,048
+1,117
59
$969K 0.07%
9,486
-1,859
60
$776K 0.06%
8,000
61
$759K 0.06%
24,496
-54
62
$726K 0.06%
45,769
63
$644K 0.05%
8,861
64
$618K 0.05%
1,113
-54,365
65
$585K 0.04%
2,907
66
$528K 0.04%
2,474
+376
67
$528K 0.04%
5,319
-177
68
$488K 0.04%
2,400
69
$473K 0.04%
8,078
+233
70
$438K 0.03%
6,693
71
$406K 0.03%
1,699
72
$404K 0.03%
1,800
73
$402K 0.03%
2,588
74
$397K 0.03%
+793
75
$369K 0.03%
2,582
1 2
3
4