CIP
Champlain Investment Partners Portfolio holdings
AUM
$9.88B
1-Year Est. Return
6.11%
This Fund
S&P 500
1 Year Est. Return
+6.11%
AUM
$9.88B
AUM Growth
-$3.38B
(-26%)
Holding
147
Top Buys
| 1 | +$115M | |
| 2 | +$91.8M | |
| 3 | +$91.7M | |
| 4 |
Waste Connections
WCN
|
+$71.3M |
| 5 |
Carlisle Companies
CSL
|
+$65.3M |
Top Sells
| 1 | +$232M | |
| 2 | +$146M | |
| 3 | +$139M | |
| 4 |
Everest Group
EG
|
+$135M |
| 5 |
Rockwell Automation
ROK
|
+$124M |
Sector Composition
| 1 | Industrials | 23.35% |
| 2 | Technology | 21.39% |
| 3 | Healthcare | 19.98% |
| 4 | Financials | 18.77% |
| 5 | Consumer Discretionary | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
e.l.f. Beauty
ELF
$4.82B
| $92.3M | 0.93% |
1,213,647
-849,062
|
|
||
52
Akamai
AKAM
$14.1B
| $91.4M | 0.93% |
1,048,035
+337,841
|
|
||
53
Veeva Systems
VEEV
$29.8B
| $91.1M | 0.92% |
407,979
+19,109
|
|
||
|
BWIN
54
Baldwin Insurance Group
BWIN
$2.76B
| $87.7M | 0.89% |
3,650,410
-265,469
|
|
||
55
Brown & Brown
BRO
$24.6B
| $87.6M | 0.89% |
+1,099,310
|
|
||
56
Bio-Techne
TECH
$9.05B
| $82.6M | 0.84% |
1,403,769
-298,474
|
|
||
57
Steris
STE
$24.7B
| $82.3M | 0.83% |
324,600
-64,595
|
|
||
58
Sprouts Farmers Market
SFM
$7.2B
| $81.6M | 0.83% |
+1,023,681
|
|
||
59
Autodesk
ADSK
$52.4B
| $80.6M | 0.82% |
272,185
-32,455
|
|
||
60
Houlihan Lokey
HLI
$11.4B
| $80M | 0.81% |
459,100
-52,181
|
|
||
61
Palo Alto Networks
PANW
$123B
| $77.1M | 0.78% |
418,715
-84,500
|
|
||
62
Zscaler
ZS
$23.7B
| $74.6M | 0.76% |
331,884
-62,586
|
|
||
|
63
Waste Connections
WCN
$44B
| $72.3M | 0.73% |
+412,335
|
|
||
64
Datadog
DDOG
$39.2B
| $68.6M | 0.69% |
504,408
-415,107
|
|
||
65
Graco
GGG
$15.5B
| $67.8M | 0.69% |
826,576
-180,798
|
|
||
|
CSW
66
CSW Industrials
CSW
$4.85B
| $63.1M | 0.64% |
214,887
-94,446
|
|
||
67
Globus Medical
GMED
$12.6B
| $62.4M | 0.63% |
714,973
-731,641
|
|
||
68
Maplebear
CART
$9.85B
| $61.8M | 0.63% |
1,373,352
-290,937
|
|
||
69
Commerce Bancshares
CBSH
$7.51B
| $58.8M | 0.6% |
+1,123,994
|
|
||
70
Braze
BRZE
$2.28B
| $57.3M | 0.58% |
1,670,640
-1,017,288
|
|
||
71
Novanta
NOVT
$4.81B
| $57.2M | 0.58% |
481,064
-197,185
|
|
||
72
Kadant
KAI
$4.07B
| $52.6M | 0.53% |
184,546
-63,374
|
|
||
73
Simpson Manufacturing
SSD
$8.03B
| $51M | 0.52% |
315,990
-131,324
|
|
||
74
Commault Systems
CVLT
$3.74B
| $51M | 0.52% |
406,457
+62,002
|
|
||
75
Planet Fitness
PLNT
$6.55B
| $50.7M | 0.51% |
467,492
-166,310
|
|