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
$13.3B
AUM Growth
-$1.06B
(-7.4%)
Holding
142
Top Buys
| 1 | +$148M | |
| 2 | +$93.3M | |
| 3 | +$84.9M | |
| 4 |
Ryan Specialty Holdings
RYAN
|
+$78.9M |
| 5 |
Domino's
DPZ
|
+$66.3M |
Top Sells
| 1 | +$109M | |
| 2 | +$103M | |
| 3 | +$74.2M | |
| 4 |
Celsius Holdings
CELH
|
+$56.5M |
| 5 |
DexCom
DXCM
|
+$55.8M |
Sector Composition
| 1 | Industrials | 24.06% |
| 2 | Technology | 22.96% |
| 3 | Financials | 17.68% |
| 4 | Healthcare | 16.62% |
| 5 | Consumer Discretionary | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Simpson Manufacturing
SSD
$8.29B
| $74.9M | 0.56% |
447,314
-54,536
|
|
||
77
Kadant
KAI
$4B
| $73.8M | 0.56% |
247,920
-712
|
|
||
78
PJT Partners
PJT
$3.69B
| $73.6M | 0.56% |
414,141
-88,250
|
|
||
79
Hormel Foods
HRL
$13.7B
| $73.3M | 0.55% |
2,961,282
-188,650
|
|
||
|
80
DexCom
DXCM
$28.1B
| $73.1M | 0.55% |
1,086,120
-704,980
|
|
||
81
AtriCure
ATRC
$1.62B
| $69.7M | 0.53% |
1,978,213
-38,541
|
|
||
82
RB Global
RBA
$19.2B
| $68.4M | 0.52% |
630,803
-237,394
|
|
||
83
Novanta
NOVT
$5.22B
| $67.9M | 0.51% |
678,249
-16,442
|
|
||
84
Ulta Beauty
ULTA
$30.3B
| $67.2M | 0.51% |
122,920
-212,995
|
|
||
85
Planet Fitness
PLNT
$7.52B
| $65.8M | 0.5% |
633,802
-443,311
|
|
||
86
Skyward Specialty Insurance
SKWD
$2.07B
| $65.3M | 0.49% |
1,372,788
+224,122
|
|
||
87
Commault Systems
CVLT
$4B
| $65M | 0.49% |
344,455
+41,311
|
|
||
88
WSFS Financial
WSFS
$3.61B
| $64.4M | 0.49% |
1,194,893
-14,250
|
|
||
89
Clorox
CLX
$14.9B
| $64.3M | 0.49% |
521,745
-243,059
|
|
||
90
Phreesia
PHR
$766M
| $63M | 0.48% |
2,678,825
-45,728
|
|
||
91
iRhythm Holdings
IRTC
$4.86B
| $62.9M | 0.47% |
365,627
-295,605
|
|
||
92
Simply Good Foods
SMPL
$1.57B
| $62M | 0.47% |
2,496,072
-39,417
|
|
||
93
Maplebear
CART
$9.52B
| $61.2M | 0.46% |
1,664,289
-492,721
|
|
||
94
StoneX
SNEX
$6.75B
| $56.1M | 0.42% |
555,771
+99,621
|
|
||
95
Watts Water Technologies
WTS
$10.9B
| $55.4M | 0.42% |
198,537
-48,763
|
|
||
96
Brady Corp
BRC
$4.21B
| $55.3M | 0.42% |
708,443
-112,958
|
|
||
97
ESCO Technologies
ESE
$7.16B
| $54.8M | 0.41% |
259,805
-96,062
|
|
||
98
RBC Bearings
RBC
$17.7B
| $53.9M | 0.41% |
138,119
-49,179
|
|
||
99
Akamai
AKAM
$13.5B
| $53.8M | 0.41% |
710,194
-40,089
|
|
||
100
Valvoline
VVV
$4.93B
| $53.4M | 0.4% |
1,487,994
-24,310
|
|