SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.39B
This Quarter Return
-14.17%
1 Year Return
+21.28%
3 Year Return
+95.99%
5 Year Return
+141.39%
10 Year Return
+474.28%
AUM
$935M
AUM Growth
+$935M
(-20%)
Cap. Flow
-$80.8M
Cap. Flow
% of AUM
-8.64%
Top 10 Holdings %
Top 10 Hldgs %
40.14%
Holding
105
New
12
Increased
40
Reduced
21
Closed
16
Top Buys
| 1 |
Littelfuse
LFUS
|
$34M |
| 2 |
Intuitive Surgical
ISRG
|
$21.3M |
| 3 |
Illumina
ILMN
|
$21.2M |
| 4 |
JBTM
JBT Marel Corporation
JBTM
|
$11.4M |
| 5 |
SiteOne Landscape Supply
SITE
|
$10.4M |
Top Sells
| 1 |
TransUnion
TRU
|
$44.1M |
| 2 |
Clarivate
CLVT
|
$37.8M |
| 3 |
PTC
PTC
|
$36.9M |
| 4 |
Netflix
NFLX
|
$35.8M |
| 5 |
Keurig Dr Pepper
KDP
|
$30.1M |
Sector Composition
| 1 | Healthcare | 28.68% |
| 2 | Technology | 23.46% |
| 3 | Industrials | 21.92% |
| 4 | Financials | 5.64% |
| 5 | Consumer Discretionary | 5.36% |
