CRC

Cedar Rock Capital Portfolio holdings

AUM $4.05B
1-Year Est. Return 21.89%
This Quarter Est. Return
1 Year Est. Return
+21.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
-$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$64.9M
2 +$32.2M

Top Sells

1 +$274M
2 +$39.8M
3 +$4.24M
4
CLX icon
Clorox
CLX
+$3.5M

Sector Composition

1 Consumer Staples 77.39%
2 Technology 12.74%
3 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$947M 25.67%
12,131,139
+831,179
2
$947M 25.65%
7,758,278
-2,246,573
3
$629M 17.06%
7,794,662
+398,223
4
$470M 12.74%
3,505,296
-296,505
5
$364M 9.87%
4,716,034
-54,872
6
$332M 9.01%
2,457,292
-25,888