CIP
Champlain Investment Partners Portfolio holdings
AUM
$13.3B
1-Year Est. Return
8.41%
1 Year Est. Return
+8.41%
AUM
$14.3B
AUM Growth
+$520M
(+3.8%)
Holding
146
Top Buys
| 1 | +$146M | |
| 2 | +$87.1M | |
| 3 | +$71.3M | |
| 4 |
Procore
PCOR
|
+$65.4M |
| 5 |
Houlihan Lokey
HLI
|
+$65M |
Top Sells
| 1 | +$157M | |
| 2 | +$113M | |
| 3 | +$104M | |
| 4 |
Brown-Forman Class B
BF.B
|
+$89.4M |
| 5 |
Monster Beverage
MNST
|
+$86.4M |
Sector Composition
| 1 | Technology | 24.19% |
| 2 | Industrials | 22.93% |
| 3 | Healthcare | 18.07% |
| 4 | Financials | 16.32% |
| 5 | Consumer Staples | 8.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSW
76
CSW Industrials
CSW
$4.11B
| $88.9M | 0.62% |
309,853
+31,333
|
|
||
77
Aaon
AAON
$7.77B
| $87.1M | 0.61% |
+1,181,661
|
|
||
|
JBTM
78
JBT Marel
JBTM
$7.15B
| $85M | 0.59% |
707,046
-121,671
|
|
||
79
PJT Partners
PJT
$4.04B
| $82.9M | 0.58% |
502,391
-30,988
|
|
||
80
Simply Good Foods
SMPL
$1.95B
| $80.1M | 0.56% |
2,535,489
-432,263
|
|
||
81
Agilent Technologies
A
$41.6B
| $79.3M | 0.55% |
672,020
-19,830
|
|
||
82
Kadant
KAI
$3.09B
| $78.9M | 0.55% |
248,632
+87,832
|
|
||
83
Simpson Manufacturing
SSD
$6.9B
| $77.9M | 0.54% |
501,850
+97,856
|
|
||
84
Phreesia
PHR
$1.35B
| $77.5M | 0.54% |
2,724,553
-221,936
|
|
||
85
SPX Corp
SPXC
$10.6B
| $77.1M | 0.54% |
459,574
+50,359
|
|
||
86
Modine Manufacturing
MOD
$6.78B
| $73.2M | 0.51% |
743,643
+527,626
|
|
||
87
RBC Bearings
RBC
$13.6B
| $72.1M | 0.5% |
187,298
+31,337
|
|
||
88
Domino's
DPZ
$13.8B
| $70.6M | 0.49% |
156,618
-41,692
|
|
||
89
ESCO Technologies
ESE
$5.6B
| $68.3M | 0.48% |
355,867
-218,082
|
|
||
90
Braze
BRZE
$3.14B
| $68.2M | 0.48% |
2,426,577
-148,617
|
|
||
91
WSFS Financial
WSFS
$2.97B
| $66.5M | 0.46% |
1,209,143
-6,778
|
|
||
92
Skyward Specialty Insurance
SKWD
$1.97B
| $66.4M | 0.46% |
1,148,666
-425,318
|
|
||
93
AtriCure
ATRC
$1.58B
| $66.1M | 0.46% |
2,016,754
-121,209
|
|
||
94
Globus Medical
GMED
$11.2B
| $63.8M | 0.45% |
1,081,196
+39,988
|
|
||
95
Enerpac Tool Group
EPAC
$2.06B
| $62.8M | 0.44% |
1,548,073
+131,580
|
|
||
96
Procept Biorobotics
PRCT
$1.7B
| $61.7M | 0.43% |
1,070,646
+394,450
|
|
||
97
Watts Water Technologies
WTS
$9.07B
| $60.8M | 0.42% |
247,300
-165,263
|
|
||
98
Vertex
VERX
$3.25B
| $60.4M | 0.42% |
+1,708,810
|
|
||
99
Akamai
AKAM
$12.8B
| $59.8M | 0.42% |
750,283
-27,920
|
|
||
100
Stock Yards Bancorp
SYBT
$1.97B
| $58.2M | 0.41% |
736,620
-51,174
|
|