SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.43B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$25.1M
3
+$19.6M
4
ACM icon
Aecom
ACM
+$13.3M
5
DHR icon
Danaher
DHR
+$10.4M

Top Sells

1
+$35.1M
2
+$30.3M
3
+$13.6M
4
TMDX icon
Transmedics
TMDX
+$11.7M
5
ISRG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.03%
+4,143
77
$305K 0.03%
497
78
$289K 0.02%
2,926
-1,478
79
$283K 0.02%
452
-50
80
$276K 0.02%
958
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81
$262K 0.02%
2,412
-64
82
$244K 0.02%
3,627
-174,383
83
$244K 0.02%
862
84
$227K 0.02%
1,138
-353
85
$210K 0.02%
+3,995
86
$29.4K ﹤0.01%
15,400
87
$29.4K ﹤0.01%
+13,737
88
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93
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94
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95
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96
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97
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98
– –
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4