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
$606M
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19M
3
+$18.9M
4
DOCU icon
DocuSign
DOCU
+$8.52M
5
ELAN icon
Elanco Animal Health
ELAN
+$8.1M

Top Sells

1
+$18.2M
2
+$13.6M
3
+$6.2M
4
FND icon
Floor & Decor
FND
+$5.3M
5
UNVR
Univar Solutions Inc.
UNVR
+$4.85M

Sector Composition

1 Healthcare 31.34%
2 Industrials 18.94%
3 Technology 15.75%
4 Materials 11.21%
5 Financials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,277
77
– –
-4,607
78
– –
-133,661
1 2 3
4