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
$1.1B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$1.83M
3
+$757K
4
USB icon
US Bancorp
USB
+$494K
5
APTV icon
Aptiv
APTV
+$457K

Top Sells

1
+$30.5M
2
+$20.7M
3
+$16.7M
4
TMDX icon
Transmedics
TMDX
+$14.7M
5
GGG icon
Graco
GGG
+$3.8M

Sector Composition

1 Technology 32.32%
2 Healthcare 25.38%
3 Financials 12.48%
4 Industrials 12.02%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.02%
+502
77
$202K 0.02%
+4,545
78
$105K 0.01%
15,950
79
$27.5K ﹤0.01%
14,244
+2,500
80
– –
-16,760
81
– –
-1,911
1 2 3
4