SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.4B
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
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
+$27.1M
2
+$6.42M
3
+$4.02M
4
TXN icon
Texas Instruments
TXN
+$3.82M
5
NOW icon
ServiceNow
NOW
+$3.37M

Top Sells

1
+$23.9M
2
+$14.6M
3
+$13.4M
4
TMDX icon
Transmedics
TMDX
+$7.41M
5
ZBH icon
Zimmer Biomet
ZBH
+$6.62M

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
$1.07K ﹤0.01%
16,760
80
– –
-78,843
81
– –
-17,500
82
– –
-500
83
– –
-13,570
1 2 3
4