We are live on ! Find out more
SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$935M
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$30.2M
3
+$24.9M
4
JBTM
JBT Marel
JBTM
+$11.9M
5
SITE icon
SiteOne Landscape Supply
SITE
+$11.7M

Top Sells

1
+$44.1M
2
+$37.8M
3
+$36.9M
4
NFLX icon
Netflix
NFLX
+$35.8M
5
KDP icon
Keurig Dr Pepper
KDP
+$30.8M

Sector Composition

1 Healthcare 28.68%
2 Technology 23.46%
3 Industrials 21.92%
4 Financials 5.64%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.02%
3,682
77
$204K 0.02%
+940
78
$204K 0.02%
+2,310
79
$4K ﹤0.01%
13,570
80
$3K ﹤0.01%
500
81
– –
-3,172
82
– –
-29,786
83
– –
-2,252,621
84
– –
-809
85
– –
-5,700
86
– –
-4,783
87
– –
-497
88
– –
-1,000
89
– –
-955,040
90
– –
-721
91
– –
-342,265
92
– –
-705
93
– –
-426,914
94
– –
-493
95
– –
-430
96
– –
-4,545
1 2 3
4