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
$992M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$23.8M
3
+$22.8M
4
JPM icon
JPMorgan Chase
JPM
+$15.8M
5
USB icon
US Bancorp
USB
+$13.9M

Top Sells

1
+$19.4M
2
+$18.8M
3
+$13.5M
4
ADBE icon
Adobe
ADBE
+$9.59M
5
TECH icon
Bio-Techne
TECH
+$6.36M

Sector Composition

1 Technology 30.41%
2 Industrials 16.9%
3 Healthcare 14.3%
4 Materials 10.2%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.02%
+3,430
77
$43K ﹤0.01%
+10,000
78
$35K ﹤0.01%
13,000
79
$11K ﹤0.01%
+909
80
$8K ﹤0.01%
+500
81
– –
-73,141
82
– –
-190,905
83
– –
-426,848
1 2 3
4