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
$901M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$17.2M
3
+$15.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$11.3M
5
NDSN icon
Nordson
NDSN
+$4.66M

Top Sells

1
+$18M
2
+$17.5M
3
+$16M
4
SITE icon
SiteOne Landscape Supply
SITE
+$9.71M
5
NEOG icon
Neogen
NEOG
+$5.21M

Sector Composition

1 Healthcare 27.94%
2 Technology 21.79%
3 Industrials 18.4%
4 Materials 10.89%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.04%
7,236
+43
77
$312K 0.03%
4,498
+57
78
$221K 0.02%
4,107
-65
79
$84K 0.01%
+11,231
80
– –
-500,567
81
– –
-127,226
1 2 3
4