CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+5.33%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$2.43B
AUM Growth
+$185M
(+8.3%)
Cap. Flow
+$71.9M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
98
New
4
Increased
48
Reduced
20
Closed
4
Top Buys
| 1 |
C.H. Robinson
CHRW
|
$27.9M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$21.9M |
| 3 |
Western Union
WU
|
$11M |
| 4 |
IBM
IBM
|
$9.55M |
| 5 |
NLSN
Nielsen Holdings plc
NLSN
|
$8.8M |
Top Sells
| 1 |
Graco
GGG
|
$18.4M |
| 2 |
LPL Financial
LPLA
|
$15.8M |
| 3 |
Broadridge
BR
|
$12.7M |
| 4 |
Johnson & Johnson
JNJ
|
$9.4M |
| 5 |
Charles Schwab
SCHW
|
$2.97M |
Sector Composition
| 1 | Financials | 35.78% |
| 2 | Industrials | 29.75% |
| 3 | Consumer Staples | 13.26% |
| 4 | Technology | 9.39% |
| 5 | Communication Services | 5.92% |
