SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.4B
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$854M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.2M
3
+$11.4M
4
EEFT icon
Euronet Worldwide
EEFT
+$8.41M
5
APTV icon
Aptiv
APTV
+$7.17M

Top Sells

1
+$28.3M
2
+$14.7M
3
+$12.3M
4
USFD icon
US Foods
USFD
+$12M
5
XRAY icon
Dentsply Sirona
XRAY
+$10.4M

Sector Composition

1 Technology 30.26%
2 Industrials 16.39%
3 Healthcare 15.95%
4 Materials 11.06%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-429,989
77
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78
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-477,082
79
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-52,523
80
– –
-6,704
81
– –
-676,649
82
– –
-171,372
83
– –
-281,301
1 2 3
4