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
$2.14B
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$12.9M
3 +$4.62M
4
SRCL
Stericycle Inc
SRCL
+$3.64M
5
TROW icon
T. Rowe Price
TROW
+$2.67M

Top Sells

1 +$35.9M
2 +$15.4M
3 +$5.46M
4
ELV icon
Elevance Health
ELV
+$4.03M
5
EPD icon
Enterprise Products Partners
EPD
+$2.7M

Sector Composition

1 Financials 35.22%
2 Industrials 29.02%
3 Consumer Staples 13.55%
4 Technology 9.35%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,000
127
-10,000
128
-20,673
129
-55,000
130
-20,000