CCP

Clarkston Capital Partners Portfolio holdings

AUM $4.64B
1-Year Est. Return 0.39%
This Quarter Est. Return
1 Year Est. Return
+0.39%
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
151
$265K ﹤0.01%
14,898
+138
152
$249K ﹤0.01%
+600
153
$245K ﹤0.01%
+2,584
154
$244K ﹤0.01%
15,000
155
$243K ﹤0.01%
3,627
156
$234K ﹤0.01%
2,123
157
$234K ﹤0.01%
856
+33
158
$233K ﹤0.01%
2,000
159
$231K ﹤0.01%
3,000
-24
160
$223K ﹤0.01%
2,634
-235
161
$222K ﹤0.01%
3,993
162
$222K ﹤0.01%
2,439
+29
163
$219K ﹤0.01%
4,510
-690
164
$218K ﹤0.01%
1,323
165
$215K ﹤0.01%
2,818
166
$206K ﹤0.01%
+1,129
167
$203K ﹤0.01%
1,042
-17
168
$202K ﹤0.01%
4,829
-30
169
$180K ﹤0.01%
22,545
170
$172K ﹤0.01%
5,338
-376
171
$162K ﹤0.01%
5,835
+26
172
$159K ﹤0.01%
700
-500
173
$156K ﹤0.01%
1,449
-43
174
$116K ﹤0.01%
865
175
$115K ﹤0.01%
+900
5 6
7
8 9