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
$1.28B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$37M
3
+$26.2M
4
CLVT icon
Clarivate
CLVT
+$23.5M
5
NFLX icon
Netflix
NFLX
+$8.58M

Top Sells

1
+$38M
2
+$21M
3
+$20.4M
4
FTNT icon
Fortinet
FTNT
+$12.7M
5
SHOP icon
Shopify
SHOP
+$12M

Sector Composition

1 Technology 21.62%
2 Healthcare 21.46%
3 Industrials 19.51%
4 Financials 11.38%
5 Materials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.02%
+493
77
$300K 0.02%
+811
78
$295K 0.02%
5,173
-358,233
79
$277K 0.02%
+1,673
80
$244K 0.02%
+497
81
$23K ﹤0.01%
600
+200
82
$11K ﹤0.01%
500
83
– –
-2,811
84
– –
-15,098
85
– –
-7,270
86
– –
-10,000
87
– –
-108,350
88
– –
-249,264
1 2 3
4