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
$1.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.9M
3
+$13.8M
4
SHOP icon
Shopify
SHOP
+$12.1M
5
SPLK
Splunk Inc
SPLK
+$11.6M

Top Sells

1
+$25.4M
2
+$17.6M
3
+$11.6M
4
SSNC icon
SS&C Technologies
SSNC
+$8.62M
5
DAY icon
Dayforce
DAY
+$8.19M

Sector Composition

1 Technology 33.07%
2 Industrials 16.08%
3 Healthcare 14.95%
4 Financials 10.2%
5 Materials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.02%
+3,333
77
$215K 0.02%
2,884
-236,638
78
$14K ﹤0.01%
+200
79
$9K ﹤0.01%
500
80
– –
-48,002
81
– –
-56,262
82
– –
-111,731
83
– –
-10,000
84
– –
-909
85
– –
-9,450
86
– –
-22,125
1 2 3
4