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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
$3.34B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.9M
3
+$6.9M
4
KMPR icon
Kemper
KMPR
+$6.74M
5
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$5.89M

Top Sells

1
+$19.2M
2
+$18.2M
3
+$9.81M
4
AAPL icon
Apple
AAPL
+$9.1M
5
EXC icon
Exelon
EXC
+$8.79M

Sector Composition

1 Financials 18.69%
2 Technology 16.55%
3 Industrials 13.91%
4 Consumer Discretionary 13.71%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-4,176
427
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-39,000
428
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-7,586
429
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-12,367
430
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-18,186
431
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-18,737
432
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-12,729
433
– –
-25,689
434
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-43,098
435
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-76,432
436
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-75,059
437
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-21,506
438
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-5,495
439
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-20,628
440
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-223
441
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-35,145
442
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-83,287
443
– –
-8,766
444
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-38,852
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