CCP

Clarkston Capital Partners Portfolio holdings

AUM $4.71B
1-Year Est. Return 4.69%
This Quarter Est. Return
1 Year Est. Return
+4.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.01B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$108M
3
+$89.2M
4
POST icon
Post Holdings
POST
+$45.1M
5
LW icon
Lamb Weston
LW
+$19.1M

Top Sells

1
+$159M
2
+$90.6M
3
+$69.1M
4
NLSN
Nielsen Holdings plc
NLSN
+$34.3M
5
LPLA icon
LPL Financial
LPLA
+$20.6M

Sector Composition

1 Industrials 29.45%
2 Financials 27.04%
3 Consumer Staples 18.05%
4 Technology 11.51%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03M 0.08%
90,280
-452
52
$4.05M 0.07%
78,199
-88
53
$3.78M 0.06%
40,374
54
$3.75M 0.06%
16,843
+14,999
55
$3.33M 0.06%
20,947
-621
56
$3.3M 0.06%
+10,000
57
$3.2M 0.05%
19,640
+160
58
$2.99M 0.05%
41,000
-16
59
$2.98M 0.05%
5,166
-350
60
$2.96M 0.05%
40,780
+160
61
$2.89M 0.05%
+10,100
62
$2.85M 0.05%
16,250
63
$2.48M 0.04%
49,310
-16,345
64
$2.43M 0.04%
25,900
65
$2.41M 0.04%
8,063
-315
66
$2.32M 0.04%
9,740
-339
67
$2.26M 0.04%
20,210
68
$2.21M 0.04%
+25,000
69
$2.2M 0.04%
+4,000
70
$2.17M 0.04%
45,162
-1,872
71
$2.16M 0.04%
4,767
+612
72
$2.08M 0.03%
25,165
-18
73
$2.05M 0.03%
+12,566
74
$2.02M 0.03%
39,955
-11,500
75
$1.99M 0.03%
5,893
-90
1 2
3
4 5