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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$10M
3
+$9.97M
4
MTN icon
Vail Resorts
MTN
+$9.46M
5
RRC icon
Range Resources
RRC
+$9.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.24%
2 Industrials 15.09%
3 Healthcare 11.71%
4 Energy 11.69%
5 Materials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.12%
+6,563
77
$232K 0.11%
+4,320
78
$230K 0.11%
+2,049
79
$229K 0.11%
+6,015
80
$229K 0.11%
+6,010
81
$226K 0.11%
+13,726
82
$222K 0.11%
+6,772
83
$216K 0.11%
+4,455
84
$213K 0.11%
+7,455
85
$208K 0.1%
+10,044
86
$166K 0.08%
+756
87
$151K 0.07%
+24,187
88
$103K 0.05%
+19,739
89
$70K 0.03%
+10,000
90
– –
0
91
$0 ﹤0.01%
+27,000
1 2 3
4