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
$854M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.3M
3
+$14.3M
4
EEFT icon
Euronet Worldwide
EEFT
+$8.73M
5
APTV icon
Aptiv
APTV
+$8.12M

Top Sells

1
+$28.3M
2
+$14.7M
3
+$12.3M
4
USFD icon
US Foods
USFD
+$12M
5
XRAY icon
Dentsply Sirona
XRAY
+$10.8M

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
– –
-429,989
77
– –
-259,917
78
– –
-477,082
79
– –
-52,523
80
– –
-6,704
81
– –
-676,649
82
– –
-171,372
83
– –
-281,301
1 2 3
4