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
$820M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$17.9M
3
+$15.7M
4
ATR icon
AptarGroup
ATR
+$14.2M
5
TMDX icon
Transmedics
TMDX
+$11.8M

Top Sells

1
+$27M
2
+$20.9M
3
+$17.3M
4
ETN icon
Eaton
ETN
+$9.86M
5
SITE icon
SiteOne Landscape Supply
SITE
+$6.11M

Sector Composition

1 Healthcare 33.75%
2 Technology 19.83%
3 Industrials 16.04%
4 Materials 9.44%
5 Financials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.03%
+4,172
77
– –
-397,462
78
– –
-1,706,924
79
– –
-118,336
80
– –
-5,787
81
– –
-895,834
1 2 3
4