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
76
$1.93M 0.03%
48,412
77
$1.91M 0.03%
6,225
78
$1.9M 0.03%
+50,000
79
$1.79M 0.03%
35,064
-90
80
$1.75M 0.03%
20,052
+9,991
81
$1.72M 0.03%
27,744
+5,129
82
$1.66M 0.03%
10,000
83
$1.61M 0.03%
5,809
-480
84
$1.59M 0.03%
+50,000
85
$1.58M 0.03%
6,389
+41
86
$1.5M 0.02%
7,046
-222
87
$1.44M 0.02%
3,198
+71
88
$1.32M 0.02%
4,936
-12
89
$1.28M 0.02%
27,863
-1,278
90
$1.26M 0.02%
71,200
91
$1.24M 0.02%
9,400
92
$1.22M 0.02%
9,398
93
$1.19M 0.02%
8,520
-460
94
$1.14M 0.02%
3,174
95
$1.14M 0.02%
3,224
+738
96
$1.08M 0.02%
3,570
-9
97
$1.07M 0.02%
2,300
98
$1.01M 0.02%
12,354
+63
99
$1.01M 0.02%
2,426
-128
100
$976K 0.02%
5,322
+54
2 3
4
5 6