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
$876M
AUM Growth
-$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.7M
3
+$15.3M
4
LFUS icon
Littelfuse
LFUS
+$12.7M
5
TECH icon
Bio-Techne
TECH
+$6.33M

Top Sells

1
+$21.8M
2
+$14.3M
3
+$11.3M
4
TMDX icon
Transmedics
TMDX
+$10.2M
5
ILMN icon
Illumina
ILMN
+$7.33M

Sector Composition

1 Healthcare 29.67%
2 Technology 23.8%
3 Industrials 19.83%
4 Consumer Discretionary 5.95%
5 Financials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
13,570
77
– –
-966,800
78
– –
-236,526
79
– –
-6,775
80
– –
-940
81
– –
-3,682
82
– –
-4,666
83
– –
-2,310
1 2 3
4