CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+7.39%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$3.39B
AUM Growth
+$3.39B
(+5.8%)
Cap. Flow
-$35.2M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
53.16%
Holding
117
New
11
Increased
42
Reduced
32
Closed
2
Top Buys
| 1 |
NLSN
Nielsen Holdings plc
NLSN
|
$77M |
| 2 |
Molson Coors Class B
TAP
|
$9.09M |
| 3 |
Hillenbrand
HI
|
$6.52M |
| 4 |
CHNG
Change Healthcare Inc. Common Stock
CHNG
|
$4.23M |
| 5 |
C.H. Robinson
CHRW
|
$3.99M |
Top Sells
| 1 |
Western Union
WU
|
$71.4M |
| 2 |
Markel Group
MKL
|
$47.7M |
| 3 |
SRCL
Stericycle Inc
SRCL
|
$30.5M |
| 4 |
Johnson & Johnson
JNJ
|
$2.17M |
| 5 |
LEVL
Level One Bancorp, Inc. Common Stock
LEVL
|
$1.89M |
Sector Composition
| 1 | Financials | 36.62% |
| 2 | Industrials | 34.77% |
| 3 | Consumer Staples | 12.31% |
| 4 | Technology | 7.94% |
| 5 | Healthcare | 3.3% |
