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
$632M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.7M
3
+$15.1M
4
BL icon
BlackLine
BL
+$8.58M
5
XRAY icon
Dentsply Sirona
XRAY
+$3.85M

Top Sells

1
+$15M
2
+$12.1M
3
+$8.85M
4
LVS icon
Las Vegas Sands
LVS
+$7.93M
5
NOVT icon
Novanta
NOVT
+$7.28M

Sector Composition

1 Industrials 26.37%
2 Healthcare 24.75%
3 Technology 19.03%
4 Consumer Discretionary 9.62%
5 Materials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,188
77
– –
-20,067
78
– –
-258,925
79
– –
-108,930
1 2 3
4