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
$1.4B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$25.3M
3
+$10.4M
4
HUBB icon
Hubbell
HUBB
+$9.31M
5
SCHW icon
Charles Schwab
SCHW
+$3.91M

Top Sells

1
+$26.1M
2
+$22.3M
3
+$8.07M
4
SPGI icon
S&P Global
SPGI
+$7.15M
5
TMDX icon
Transmedics
TMDX
+$6.66M

Sector Composition

1 Technology 31.89%
2 Healthcare 20.07%
3 Industrials 17.18%
4 Financials 12.31%
5 Materials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.23%
75,502
+4,094
52
$2.72M 0.19%
17,921
+169
53
$2.02M 0.14%
17,007
+959
54
$1.9M 0.14%
3,286
-34
55
$1.56M 0.11%
14,422
-52
56
$1.36M 0.1%
9,936
+450
57
$1.35M 0.1%
20,472
58
$867K 0.06%
45,769
59
$830K 0.06%
8,000
60
$692K 0.05%
1,311
+518
61
$673K 0.05%
8,628
-233
62
$624K 0.04%
2,907
63
$584K 0.04%
24,910
+414
64
$572K 0.04%
1,104
-9
65
$554K 0.04%
4,725
+1,598
66
$536K 0.04%
2,400
67
$519K 0.04%
7,043
+350
68
$513K 0.04%
8,229
+151
69
$511K 0.04%
2,474
70
$470K 0.03%
1,699
71
$466K 0.03%
2,588
72
$432K 0.03%
4,490
-829
73
$428K 0.03%
1,800
74
$406K 0.03%
502
75
$397K 0.03%
2,229
+63
1 2
3
4