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

Top Buys

1
+$39.6M
2
+$39.1M
3
+$34.7M
4
PYPL icon
PayPal
PYPL
+$32.7M
5
SPGI icon
S&P Global
SPGI
+$17.9M

Top Sells

1
+$26.2M
2
+$25.6M
3
+$20.6M
4
EEFT icon
Euronet Worldwide
EEFT
+$18M
5
CCI icon
Crown Castle
CCI
+$16M

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
$329K 0.03%
7,270
-1,959
77
$253K 0.02%
2,811
-73
78
$21K ﹤0.01%
400
+200
79
$12K ﹤0.01%
500
80
– –
-3,333
81
– –
-124,515
82
– –
-160,187
83
– –
-64,713
84
– –
-360,740
1 2 3
4