SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.39B
This Quarter Return
+7.04%
1 Year Return
+21.28%
3 Year Return
+95.99%
5 Year Return
+141.39%
10 Year Return
+474.28%
AUM
$1.3B
AUM Growth
+$1.3B
(+4.3%)
Cap. Flow
+$8.05M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
46.3%
Holding
96
New
6
Increased
24
Reduced
39
Closed
8
Top Buys
| 1 |
SPX Corp
SPXC
|
$44.1M |
| 2 |
GE Aerospace
GE
|
$43.4M |
| 3 |
Hubbell
HUBB
|
$37.1M |
| 4 |
Illumina
ILMN
|
$29.4M |
| 5 |
Cadence Design Systems
CDNS
|
$28.3M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$89.2M |
| 2 |
Transmedics
TMDX
|
$45M |
| 3 |
Adobe
ADBE
|
$30.2M |
| 4 |
Teledyne Technologies
TDY
|
$20.3M |
| 5 |
Bio-Techne
TECH
|
$9.27M |
Sector Composition
| 1 | Technology | 31.51% |
| 2 | Healthcare | 20.72% |
| 3 | Industrials | 16.45% |
| 4 | Financials | 12.68% |
| 5 | Consumer Discretionary | 4.69% |
