SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.39B
1-Year Return
21.28%
This Quarter Return
-3.93%
1 Year Return
+21.28%
3 Year Return
+95.99%
5 Year Return
+141.39%
10 Year Return
+474.28%
AUM
$1.22B
AUM Growth
-$59.3M
(-4.6%)
Cap. Flow
-$5.39M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
49.85%
Holding
104
New
9
Increased
31
Reduced
37
Closed
11
Top Buys
| 1 |
Trane Technologies
TT
|
+$32.2M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$25.1M |
| 3 |
Arista Networks
ANET
|
+$19.6M |
| 4 |
Aecom
ACM
|
+$13.3M |
| 5 |
Danaher
DHR
|
+$10.4M |
Top Sells
| 1 |
Illumina
ILMN
|
+$35.1M |
| 2 |
Bio-Techne
TECH
|
+$30.3M |
| 3 |
CoStar Group
CSGP
|
+$13.6M |
| 4 |
Transmedics
TMDX
|
+$11.7M |
| 5 |
Intuitive Surgical
ISRG
|
+$6.17M |
Sector Composition
| 1 | Technology | 34.17% |
| 2 | Industrials | 22.13% |
| 3 | Financials | 12.98% |
| 4 | Healthcare | 10.07% |
| 5 | Consumer Discretionary | 3.82% |
