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
$675M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$22.8M
3
+$13.7M
4
DAY icon
Dayforce
DAY
+$12M
5
A icon
Agilent Technologies
A
+$2.05M

Top Sells

1
+$19.3M
2
+$18.5M
3
+$10.2M
4
PSDO
Presidio, Inc. Common Stock
PSDO
+$10M
5
COHR
Coherent Inc
COHR
+$7.91M

Sector Composition

1 Healthcare 30.52%
2 Industrials 22.03%
3 Technology 16.37%
4 Materials 9.79%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-309,220
77
– –
-15,352
78
– –
-495,353
79
– –
-50,560
80
– –
-763,922
1 2 3
4