SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.39B
This Quarter Return
+9.8%
1 Year Return
+21.28%
3 Year Return
+95.99%
5 Year Return
+141.39%
10 Year Return
+474.28%
AUM
$250M
AUM Growth
+$250M
(+12%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
46.73%
Holding
96
New
6
Increased
68
Reduced
6
Closed
14
Top Buys
| 1 |
News Corp Class A
NWSA
|
$9.01M |
| 2 |
CDW
CDW
|
$4.75M |
| 3 |
The Bancorp
TBBK
|
$4.47M |
| 4 |
Range Resources
RRC
|
$760K |
| 5 |
Adobe
ADBE
|
$610K |
Top Sells
| 1 |
Edwards Lifesciences
EW
|
$7.66M |
| 2 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
$5.77M |
| 3 |
IPHS
Innophos Holdings, Inc.
IPHS
|
$2.94M |
| 4 |
Boeing
BA
|
$2.22M |
| 5 |
Pentair
PNR
|
$612K |
Sector Composition
| 1 | Consumer Staples | 17.34% |
| 2 | Communication Services | 13.99% |
| 3 | Energy | 12.79% |
| 4 | Industrials | 12.41% |
| 5 | Technology | 11.95% |
