CIP

Chartwell Investment Partners Portfolio holdings

AUM $2.91B
1-Year Est. Return 40.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.3B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$54.7M
3
+$52.5M
4
JCP
J.C. Penney Company, Inc.
JCP
+$43.8M
5
CNC icon
Centene
CNC
+$41.8M

Top Sells

1
+$63.7M
2
+$44M
3
+$40.4M
4
SPN
Superior Energy Services, Inc.
SPN
+$33.1M
5
PRGO icon
Perrigo
PRGO
+$32.3M

Sector Composition

1 Consumer Discretionary 19.84%
2 Financials 18.08%
3 Technology 17.16%
4 Industrials 16.37%
5 Healthcare 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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