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
$295M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$5.89M
3
+$5.32M
4
RRC icon
Range Resources
RRC
+$2.94M
5
CRS icon
Carpenter Technology
CRS
+$2.8M

Top Sells

1
+$9.46M
2
+$7.77M
3
+$6.19M
4
BIDU icon
Baidu
BIDU
+$3.11M
5
WLY icon
John Wiley & Sons Class A
WLY
+$1.21M

Sector Composition

1 Technology 14.48%
2 Consumer Discretionary 13.58%
3 Healthcare 13.03%
4 Consumer Staples 12.96%
5 Energy 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.15%
43
+1
77
$414K 0.14%
+6,315
78
$395K 0.13%
82,688
+33,152
79
$389K 0.13%
10,711
-359
80
$388K 0.13%
48,399
+2,070
81
$385K 0.13%
6,145
-98,818
82
$326K 0.11%
5,511
-20,499
83
$315K 0.11%
2,715
+120
84
$275K 0.09%
9,727
85
$227K 0.08%
7,455
86
$215K 0.07%
12,972
+4,292
87
– –
-12,010
88
– –
-7,488
89
– –
-405,261
1 2 3
4