CIP

Chartwell Investment Partners Portfolio holdings

AUM $2.91B
1-Year Est. Return 40.48%
This Quarter Est. Return
1 Year Est. Return
+40.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$37.6M
3 +$35M
4
BC icon
Brunswick
BC
+$32.2M
5
ECPG icon
Encore Capital Group
ECPG
+$26.8M

Top Sells

1 +$24M
2 +$23.3M
3 +$23.3M
4
LRN icon
Stride
LRN
+$21.7M
5
CRR
Carbo Ceramics Inc.
CRR
+$21.5M

Sector Composition

1 Industrials 18.08%
2 Consumer Discretionary 16.44%
3 Technology 16.05%
4 Financials 13.68%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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