SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
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-4,925
86
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