SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.39B
This Quarter Return
+17.77%
1 Year Return
+21.28%
3 Year Return
+95.99%
5 Year Return
+141.39%
10 Year Return
+474.28%
AUM
$222M
AUM Growth
+$222M
(+10%)
Cap. Flow
-$5.26M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
47.25%
Holding
102
New
10
Increased
49
Reduced
11
Closed
12
Top Buys
| 1 |
CDW
CDW
|
$6.55M |
| 2 |
Compass Minerals
CMP
|
$1.13M |
| 3 |
Coterra Energy
CTRA
|
$896K |
| 4 |
Plains All American Pipeline
PAA
|
$349K |
| 5 |
TPLM
Triangle Petroleum Corporation
TPLM
|
$338K |
Top Sells
| 1 |
ATI
ATI
|
$5.32M |
| 2 |
Haemonetics
HAE
|
$4.73M |
| 3 |
W.R. Berkley
WRB
|
$3.31M |
| 4 |
Vail Resorts
MTN
|
$2.67M |
| 5 |
Columbus McKinnon
CMCO
|
$640K |
Sector Composition
| 1 | Consumer Staples | 16.12% |
| 2 | Industrials | 13.14% |
| 3 | Energy | 12.23% |
| 4 | Materials | 10.3% |
| 5 | Communication Services | 9.96% |
