CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+0.91%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$2.24B
AUM Growth
+$107M
(+5%)
Cap. Flow
+$93.9M
Cap. Flow
% of AUM
4.19%
Top 10 Holdings %
Top 10 Hldgs %
45.96%
Holding
101
New
3
Increased
55
Reduced
15
Closed
7
Top Buys
| 1 |
Western Union
WU
|
$18.1M |
| 2 |
C.H. Robinson
CHRW
|
$14.1M |
| 3 |
SRCL
Stericycle Inc
SRCL
|
$11.4M |
| 4 |
Sysco
SYY
|
$5.93M |
| 5 |
Broadridge
BR
|
$5.8M |
Top Sells
| 1 |
Cable One
CABO
|
$11.4M |
| 2 |
LPL Financial
LPLA
|
$9.48M |
| 3 |
Graco
GGG
|
$2.93M |
| 4 |
Landstar System
LSTR
|
$2.27M |
| 5 |
Microsoft
MSFT
|
$1.48M |
Sector Composition
| 1 | Financials | 35.8% |
| 2 | Industrials | 27.98% |
| 3 | Consumer Staples | 13.5% |
| 4 | Technology | 9.83% |
| 5 | Healthcare | 6.19% |