CIP
Champlain Investment Partners Portfolio holdings
AUM
$7.88B
1-Year Est. Return
6.82%
This Fund
S&P 500
1 Year Est. Return
+6.82%
AUM
$7.88B
AUM Growth
-$2B
(-20%)
Holding
147
Top Buys
| 1 | +$129M | |
| 2 | +$109M | |
| 3 | +$103M | |
| 4 |
Celsius Holdings
CELH
|
+$87.1M |
| 5 |
AeroVironment
AVAV
|
+$77.7M |
Top Sells
| 1 | +$166M | |
| 2 | +$137M | |
| 3 | +$119M | |
| 4 |
SFBS
ServisFirst Bancshares
SFBS
|
+$113M |
| 5 |
Freshpet
FRPT
|
+$108M |
Sector Composition
| 1 | Industrials | 25.11% |
| 2 | Technology | 20.6% |
| 3 | Financials | 18.52% |
| 4 | Healthcare | 16.24% |
| 5 | Consumer Discretionary | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nordson
NDSN
$16.1B
| $73.2M | 0.93% |
275,104
-191,624
|
|
||
52
Agilent Technologies
A
$38.8B
| $69.5M | 0.88% |
610,046
-198,245
|
|
||
|
KRMN
53
Karman Holdings
KRMN
$6.87B
| $66.5M | 0.84% |
830,830
+343,425
|
|
||
54
Graco
GGG
$12.2B
| $63.9M | 0.81% |
755,082
-71,494
|
|
||
55
Brown & Brown
BRO
$18.7B
| $63.1M | 0.8% |
968,274
-131,036
|
|
||
56
Steris
STE
$20.5B
| $62.9M | 0.8% |
284,275
-40,325
|
|
||
57
Veralto
VLTO
$20.8B
| $62.7M | 0.8% |
708,614
-390,926
|
|
||
58
Rubrik
RBRK
$16.4B
| $61.7M | 0.78% |
+1,259,925
|
|
||
59
Zscaler
ZS
$21.7B
| $61.6M | 0.78% |
438,929
+107,045
|
|
||
60
Palo Alto Networks
PANW
$227B
| $60.1M | 0.76% |
374,690
-44,025
|
|
||
61
Bloom Energy
BE
$81.7B
| $57.5M | 0.73% |
+424,657
|
|
||
62
MongoDB
MDB
$29.6B
| $54.6M | 0.69% |
223,064
-42,995
|
|
||
63
Lincoln Electric
LECO
$14.4B
| $54.4M | 0.69% |
218,404
-175,320
|
|
||
|
64
AeroVironment
AVAV
$9.69B
| $54M | 0.69% |
+295,077
|
|
||
65
West Pharmaceutical
WST
$22.3B
| $51.6M | 0.66% |
205,979
-269,376
|
|
||
66
Matador Resources
MTDR
$7.02B
| $47.1M | 0.6% |
+744,805
|
|
||
67
Novanta
NOVT
$5.95B
| $46.3M | 0.59% |
392,117
-88,947
|
|
||
68
SPX Corp
SPXC
$11.7B
| $45.9M | 0.58% |
229,632
-21,304
|
|
||
69
Simpson Manufacturing
SSD
$7.74B
| $43.7M | 0.55% |
254,525
-61,465
|
|
||
70
Credo Technology Group
CRDO
$39.6B
| $43.2M | 0.55% |
+460,702
|
|
||
71
Standex International
SXI
$3.54B
| $42.9M | 0.54% |
168,463
-64,300
|
|
||
72
StoneX
SNEX
$8.64B
| $42.7M | 0.54% |
529,052
-24,372
|
|
||
|
CSW
73
CSW Industrials
CSW
$4.43B
| $42.4M | 0.54% |
162,721
-52,166
|
|
||
74
Palomar
PLMR
$2.69B
| $39.1M | 0.5% |
326,948
-5,596
|
|
||
75
Kadant
KAI
$3.69B
| $37.7M | 0.48% |
129,081
-55,465
|
|