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
$937M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$6.55M
3
+$3.78M
4
PANW icon
Palo Alto Networks
PANW
+$3.49M
5
NOW icon
ServiceNow
NOW
+$3.35M

Top Sells

1
+$22.1M
2
+$14.6M
3
+$11.1M
4
TMDX icon
Transmedics
TMDX
+$8.6M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.28M

Sector Composition

1 Healthcare 28.36%
2 Technology 26.47%
3 Industrials 17.19%
4 Consumer Discretionary 6.55%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.3M 7.93%
1,203,750
-139,413
2
$48.5M 5.18%
182,767
-5,051
3
$43M 4.59%
131,941
-2,747
4
$42.1M 4.5%
191,413
-6,107
5
$38.9M 4.15%
557,380
+50,038
6
$38.8M 4.14%
468,346
-10,338
7
$36.4M 3.89%
285,784
-57,083
8
$36.4M 3.88%
169,851
-25,423
9
$34.3M 3.66%
101,896
-6,445
10
$32.5M 3.47%
420,394
-47,830
11
$30.6M 3.26%
260,410
-6,077
12
$30.3M 3.23%
90,467
+3,182
13
$29.5M 3.14%
125,211
-2,618
14
$28.3M 3.02%
303,744
-6,799
15
$27.9M 2.98%
733,708
-16,750
16
$27.3M 2.91%
405,837
-24,496
17
$26.7M 2.85%
+82,891
18
$25.4M 2.71%
65,380
+8,629
19
$24.9M 2.66%
272,662
-22,359
20
$24M 2.56%
276,642
-5,134
21
$22.3M 2.38%
71,879
-3,899
22
$19M 2.02%
129,337
-2,884
23
$18.8M 2.01%
9,328
-224
24
$15M 1.6%
150,886
-8,541
25
$7.44M 0.79%
31,026
+10,702
1
2 3 4