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
$1.18B
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$39.1M
3
+$34.7M
4
PYPL icon
PayPal
PYPL
+$32.7M
5
SPGI icon
S&P Global
SPGI
+$17.9M

Top Sells

1
+$26.2M
2
+$25.6M
3
+$20.6M
4
EEFT icon
Euronet Worldwide
EEFT
+$18M
5
CCI icon
Crown Castle
CCI
+$16M

Sector Composition

1 Technology 23.26%
2 Healthcare 19.24%
3 Industrials 15.14%
4 Financials 12.09%
5 Materials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 4.53%
265,171
+11,103
2
$49.7M 4.21%
1,197,339
-53,122
3
$48.8M 4.14%
511,140
-44,316
4
$48M 4.07%
1,302,695
-326,915
5
$46.3M 3.93%
755,552
-86,977
6
$45.7M 3.87%
958,555
+30,113
7
$45.6M 3.87%
506,802
+19,849
8
$45.2M 3.83%
379,752
-108,260
9
$41.7M 3.54%
149,030
+5,868
10
$41.3M 3.5%
373,584
+55,088
11
$41.2M 3.49%
203,321
+61,564
12
$39.6M 3.36%
+184,175
13
$39.3M 3.34%
290,425
+28,953
14
$39.1M 3.31%
+74,866
15
$37.3M 3.16%
270,236
-59,528
16
$35.5M 3.01%
1,032,525
+39,447
17
$35.3M 2.99%
100,078
+50,609
18
$34.7M 2.94%
+495,170
19
$32.7M 2.78%
+134,800
20
$32.2M 2.73%
230,782
-38,904
21
$31.7M 2.69%
249,460
+4,760
22
$31.2M 2.64%
65,586
+4,644
23
$28.3M 2.4%
127,305
+10,844
24
$27.8M 2.35%
841,572
+79,404
25
$26.4M 2.24%
1,001,060
-4,640
1
2 3 4