CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+11.82%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$5.3B
AUM Growth
+$5.3B
(+4.1%)
Cap. Flow
-$261M
Cap. Flow
% of AUM
-4.93%
Top 10 Holdings %
Top 10 Hldgs %
55.67%
Holding
186
New
11
Increased
51
Reduced
49
Closed
12
Top Buys
| 1 |
Clarivate
CLVT
|
$122M |
| 2 |
GFL Environmental
GFL
|
$97.2M |
| 3 |
Leslie's
LESL
|
$79M |
| 4 |
C.H. Robinson
CHRW
|
$72.6M |
| 5 |
Brown & Brown
BRO
|
$38.7M |
Top Sells
| 1 |
CHNG
Change Healthcare Inc. Common Stock
CHNG
|
$505M |
| 2 |
NLSN
Nielsen Holdings plc
NLSN
|
$195M |
| 3 |
LPL Financial
LPLA
|
$84.1M |
| 4 |
Willis Towers Watson
WTW
|
$24.6M |
| 5 |
AB InBev
BUD
|
$14.8M |
Sector Composition
| 1 | Financials | 30.75% |
| 2 | Industrials | 23.74% |
| 3 | Consumer Staples | 22.77% |
| 4 | Technology | 9.21% |
| 5 | Communication Services | 7% |
