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
$716M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$15.2M
3 +$8.81M
4
SITE icon
SiteOne Landscape Supply
SITE
+$1.65M
5
GPN icon
Global Payments
GPN
+$1.42M

Top Sells

1 +$15.1M
2 +$14.2M
3 +$11.3M
4
BL icon
BlackLine
BL
+$8.62M
5
USFD icon
US Foods
USFD
+$7.84M

Sector Composition

1 Healthcare 33.07%
2 Industrials 20.29%
3 Technology 17.75%
4 Financials 10.53%
5 Materials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,032
77
-591,717