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
$222M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.55M
2 +$1.13M
3 +$349K
4
TPLM
Triangle Petroleum Corporation
TPLM
+$338K
5
MOS icon
The Mosaic Company
MOS
+$283K

Top Sells

1 +$5.32M
2 +$4.73M
3 +$3.31M
4
MTN icon
Vail Resorts
MTN
+$2.67M
5
CMCO icon
Columbus McKinnon
CMCO
+$640K

Sector Composition

1 Consumer Staples 16.12%
2 Industrials 13.14%
3 Energy 12.23%
4 Materials 10.3%
5 Communication Services 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
+3