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SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$29.4M
3
+$6.47M
4
CME icon
CME Group
CME
+$6.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.83M

Top Sells

1
+$40.6M
2
+$27.5M
3
+$5.71M
4
SITE icon
SiteOne Landscape Supply
SITE
+$5.38M
5
SYY icon
Sysco
SYY
+$2.52M

Sector Composition

1 Technology 38.46%
2 Industrials 23.64%
3 Financials 15.52%
4 Healthcare 6.58%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.3M 5.96%
929,940
-443,547
2
$84.4M 5.89%
414,545
-3,857
3
$78.2M 5.46%
632,231
-6,460
4
$64.2M 4.48%
655,374
-4,709
5
$63.5M 4.43%
486,768
-3,168
6
$62.2M 4.34%
337,990
-1,325
7
$59.1M 4.13%
196,540
-100,490
8
$56.4M 3.94%
387,255
-2,178
9
$56.2M 3.93%
589,042
-6,515
10
$52.7M 3.68%
282,030
-2,021
11
$52.6M 3.67%
117,681
-412
12
$48.6M 3.39%
113,005
-782
13
$48M 3.35%
993,794
-16,293
14
$46.9M 3.28%
89,735
-362
15
$46.5M 3.25%
132,394
-953
16
$43.7M 3.05%
92,062
-166
17
$40.9M 2.86%
97,046
+1,297
18
$39.9M 2.78%
81,939
-533
19
$33.5M 2.34%
+108,253
20
$33.4M 2.33%
154,800
+350
21
$31.5M 2.2%
244,216
-39,639
22
$27.1M 1.89%
+268,392
23
$23.8M 1.66%
103,328
-345
24
$23.3M 1.63%
117,431
-28,690
25
$17.6M 1.23%
95,368
+34,296
1
2 3 4 5