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
$1.4B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$25.3M
3
+$10.4M
4
HUBB icon
Hubbell
HUBB
+$9.31M
5
SCHW icon
Charles Schwab
SCHW
+$3.91M

Top Sells

1
+$26.1M
2
+$22.3M
3
+$8.07M
4
SPGI icon
S&P Global
SPGI
+$7.15M
5
TMDX icon
Transmedics
TMDX
+$6.66M

Sector Composition

1 Technology 31.89%
2 Healthcare 20.07%
3 Industrials 17.18%
4 Financials 12.31%
5 Materials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.03%
17,861
+1,200
77
$341K 0.02%
3,891
-298,675
78
$321K 0.02%
2,081
79
$319K 0.02%
2,682
+100
80
$309K 0.02%
497
81
$282K 0.02%
+1,479
82
$277K 0.02%
2,454
+180
83
$261K 0.02%
+1,074
84
$252K 0.02%
1,200
85
$223K 0.02%
+1,010
86
$219K 0.02%
+862
87
$40.3K ﹤0.01%
+10,000
88
$27.4K ﹤0.01%
+15,400
89
– –
-13,560
90
– –
-3,308
1 2 3
4