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
$1.04B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$12M
3
+$11.6M
4
TYL icon
Tyler Technologies
TYL
+$9.51M
5
PAYC icon
Paycom
PAYC
+$4.81M

Top Sells

1
+$16.1M
2
+$14.9M
3
+$6.55M
4
TRV icon
Travelers Companies
TRV
+$5.22M
5
DIS icon
Walt Disney
DIS
+$3.63M

Sector Composition

1 Technology 30.85%
2 Healthcare 25.37%
3 Industrials 14.19%
4 Financials 9.31%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.51K ﹤0.01%
+11,744
77
$670 ﹤0.01%
16,760
78
– –
-19,754
79
– –
-1,383
80
– –
-2,438
81
– –
-9,824
82
– –
-27,832
83
– –
-5,560
1 2 3
4