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
$304M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.8M
3
+$8.82M
4
MAR icon
Marriott International
MAR
+$8.01M
5
CPHD
Cepheid Inc
CPHD
+$7.89M

Top Sells

1
+$12.9M
2
+$11.8M
3
+$11M
4
CMP icon
Compass Minerals
CMP
+$8.48M
5
GWR
Genesee & Wyoming Inc.
GWR
+$2.48M

Sector Composition

1 Industrials 22.16%
2 Healthcare 14.76%
3 Consumer Discretionary 14.63%
4 Consumer Staples 12.91%
5 Technology 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,174
77
– –
-57,974
78
– –
-169
79
– –
-5,761
80
– –
-22,766
81
– –
-12,737
82
– –
-10,125
83
– –
-148,886
84
– –
-31,311
85
– –
-115
86
– –
-4,925
1 2 3
4