CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+5.15%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$1.44B
AUM Growth
+$1.44B
(+31%)
Cap. Flow
+$286M
Cap. Flow
% of AUM
19.9%
Top 10 Holdings %
Top 10 Hldgs %
36.12%
Holding
142
New
14
Increased
60
Reduced
34
Closed
13
Top Buys
| 1 |
John Wiley & Sons Class A
WLY
|
$32.3M |
| 2 |
Western Union
WU
|
$30.5M |
| 3 |
Brown & Brown
BRO
|
$27.2M |
| 4 |
C.H. Robinson
CHRW
|
$20.3M |
| 5 |
Landstar System
LSTR
|
$20M |
Top Sells
| 1 |
Willis Towers Watson
WTW
|
$41.3M |
| 2 |
Charles River Laboratories
CRL
|
$9.11M |
| 3 |
Exxon Mobil
XOM
|
$7.07M |
| 4 |
WOOF
VCA Inc.
WOOF
|
$5.49M |
| 5 |
Kinder Morgan
KMI
|
$2.24M |
Sector Composition
| 1 | Industrials | 29.59% |
| 2 | Financials | 25.92% |
| 3 | Consumer Staples | 16.91% |
| 4 | Technology | 12.07% |
| 5 | Healthcare | 7.7% |
