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
1
$12.4M 5.56%
79,666
+1,811
2
$12.2M 5.5%
419,370
+1,890
3
$11.6M 5.23%
223,901
+4,397
4
$10.7M 4.79%
271,746
+5,536
5
$10.2M 4.58%
193,153
+5,080
6
$10.1M 4.55%
132,794
+14,797
7
$9.92M 4.46%
104,168
+1,543
8
$9.68M 4.35%
221,825
+1,879
9
$9.15M 4.11%
77,856
+1,567
10
$9.12M 4.1%
120,156
+807
11
$8.95M 4.03%
154,051
+3,208
12
$8.15M 3.67%
157,744
+2,949
13
$8.12M 3.65%
170,319
+2,759
14
$8.08M 3.63%
280,364
+6,075
15
$8M 3.6%
115,297
-38,493
16
$7.66M 3.44%
659,892
+19,134
17
$7.53M 3.38%
78,064
-657
18
$7.44M 3.35%
322,018
+6,991
19
$6.84M 3.08%
92,132
+2,440
20
$6.55M 2.95%
+286,896
21
$5.77M 2.59%
107,554
+3,532
22
$5.2M 2.34%
192,925
-1,299
23
$1.79M 0.81%
48,030
-26
24
$1.61M 0.72%
33,286
25
$1.2M 0.54%
15,475
1
2 3 4 5