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
$789M
AUM Growth
+$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$20.3M
3
+$19.3M
4
BE icon
Bloom Energy
BE
+$6.54M
5
ELAN icon
Elanco Animal Health
ELAN
+$1.97M

Top Sells

1
+$16.5M
2
+$12.2M
3
+$11.8M
4
ZTS icon
Zoetis
ZTS
+$10.2M
5
XRAY icon
Dentsply Sirona
XRAY
+$9.27M

Sector Composition

1 Healthcare 33.94%
2 Industrials 17.99%
3 Technology 15.66%
4 Financials 10.78%
5 Materials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,172
77
– –
-1,689
1 2 3
4