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
$1.18B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$39.7M
3
+$34M
4
SLG icon
SL Green Realty
SLG
+$33.4M
5
SPGI icon
S&P Global
SPGI
+$16.8M

Top Sells

1
+$26.2M
2
+$24.2M
3
+$20.6M
4
EEFT icon
Euronet Worldwide
EEFT
+$18M
5
CCI icon
Crown Castle
CCI
+$14.9M

Sector Composition

1 Technology 23.26%
2 Healthcare 19.24%
3 Industrials 15.14%
4 Financials 12.09%
5 Materials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.02%
2,811
-73
77
$21K ﹤0.01%
400
+200
78
$12K ﹤0.01%
500
79
– –
-3,333
80
– –
-124,515
81
– –
-160,187
82
– –
-64,713
83
– –
-360,740
1 2 3
4