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
$937M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.55M
3
+$3.78M
4
PANW icon
Palo Alto Networks
PANW
+$3.49M
5
NOW icon
ServiceNow
NOW
+$3.35M

Top Sells

1
+$22.1M
2
+$14.6M
3
+$11.1M
4
TMDX icon
Transmedics
TMDX
+$8.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.28M

Sector Composition

1 Healthcare 28.36%
2 Technology 26.47%
3 Industrials 17.19%
4 Consumer Discretionary 6.55%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.02%
15,950
-2,000
77
$215K 0.02%
+2,438
78
$203K 0.02%
+4,666
79
$93.6K 0.01%
+12,501
80
$1.07K ﹤0.01%
16,760
81
– –
-78,843
82
– –
-17,500
83
– –
-500
84
– –
-13,570
1 2 3
4