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
$1.25B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$21.1M
3
+$5.75M
4
PANW icon
Palo Alto Networks
PANW
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Top Sells

1
+$35.9M
2
+$9.25M
3
+$7.28M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.67M
5
TYL icon
Tyler Technologies
TYL
+$3.6M

Sector Composition

1 Technology 32.04%
2 Healthcare 18.86%
3 Financials 13.61%
4 Industrials 8.25%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.03%
2,166
-78
77
$307K 0.02%
2,081
78
$302K 0.02%
17,161
+113
79
$278K 0.02%
1,200
-810
80
$240K 0.02%
2,205
+66
81
$239K 0.02%
3,006
-63
82
$237K 0.02%
1,775
83
$219K 0.02%
+808
84
$211K 0.02%
+1,283
85
$207K 0.02%
+986
86
$1.59K ﹤0.01%
16,760
87
– –
-1,697
88
– –
-4,545
1 2 3
4