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
1
$122M 10%
1,325,659
+273,998
2
$71.1M 5.84%
416,478
-8,123
3
$60.4M 4.96%
301,589
-5,621
4
$58.1M 4.78%
117,285
-12,448
5
$53.6M 4.41%
67,322
-1,254
6
$52M 4.27%
89,366
-4,543
7
$49.8M 4.09%
683,279
-33,931
8
$48.2M 3.96%
189,429
-3,097
9
$46.4M 3.81%
592,615
-10,601
10
$45.3M 3.73%
488,978
+143,228
11
$42.4M 3.48%
91,019
-540
12
$42.2M 3.47%
999,362
-79,213
13
$41.7M 3.43%
636,323
+54,523
14
$41.6M 3.42%
81,881
-1,208
15
$37.5M 3.09%
113,418
-1,758
16
$37M 3.05%
305,017
-4,138
17
$36.3M 2.99%
282,124
-3,876
18
$32.2M 2.65%
+95,567
19
$30.6M 2.52%
149,486
+50,966
20
$29.1M 2.39%
147,975
-1,130
21
$28.2M 2.32%
6,122
-103
22
$19.6M 1.61%
+252,831
23
$15.5M 1.27%
93,849
+600
24
$10.7M 0.88%
48,325
-197
25
$10.3M 0.84%
27,362
+170
1
2 3 4