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
$1.07B
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$22M
3
+$20.2M
4
ZBH icon
Zimmer Biomet
ZBH
+$10.8M
5
TECH icon
Bio-Techne
TECH
+$8.74M

Top Sells

1
+$6.56M
2
+$6.45M
3
+$6.1M
4
TMDX icon
Transmedics
TMDX
+$5.78M
5
HON icon
Honeywell
HON
+$2.87M

Sector Composition

1 Technology 34.1%
2 Healthcare 22.18%
3 Financials 12.19%
4 Industrials 11.11%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.03%
3,082
77
$269K 0.03%
+2,091
78
$256K 0.02%
17,048
79
$254K 0.02%
497
80
$223K 0.02%
502
81
$206K 0.02%
+1,785
82
$93.5K 0.01%
15,950
83
$14.7K ﹤0.01%
14,244
84
$3.18K ﹤0.01%
+16,760
85
– –
-20,946
86
– –
-4,545
1 2 3
4