SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$25.1M
3
+$19.6M
4
ACM icon
Aecom
ACM
+$13.3M
5
DHR icon
Danaher
DHR
+$10.4M

Top Sells

1
+$35.1M
2
+$30.3M
3
+$13.6M
4
TMDX icon
Transmedics
TMDX
+$11.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.17M

Sector Composition

1 Technology 34.17%
2 Industrials 22.13%
3 Financials 12.98%
4 Healthcare 10.07%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.24%
49,074
-12,241
52
$2.29M 0.19%
65,685
+1,661
53
$1.63M 0.13%
14,395
54
$1.6M 0.13%
2,841
-94
55
$1.31M 0.11%
18,072
-2,400
56
$1.25M 0.1%
8,536
-1,400
57
$1.12M 0.09%
2,189
+331
58
$781K 0.06%
10,323
+2,596
59
$780K 0.06%
45,769
60
$750K 0.06%
8,000
61
$586K 0.05%
+2,643
62
$565K 0.05%
24,896
-22
63
$559K 0.05%
2,400
64
$530K 0.04%
4,458
-186
65
$526K 0.04%
2,907
66
$519K 0.04%
1,699
67
$519K 0.04%
2,449
68
$514K 0.04%
8,816
+340
69
$478K 0.04%
7,043
70
$478K 0.04%
16,885
-625
71
$417K 0.03%
1,088
-1
72
$392K 0.03%
2,192
-37
73
$384K 0.03%
2,588
74
$377K 0.03%
1,800
75
$321K 0.03%
3,842
1 2
3
4