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CCP

Clarkston Capital Partners Portfolio holdings

AUM $1.31B
1-Year Est. Return 3.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.39B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$84.2M
2
+$74M
3
+$67.9M
4
WLY icon
John Wiley & Sons Class A
WLY
+$43.2M
5
KVUE icon
Kenvue
KVUE
+$15.7M

Top Sells

1
+$147M
2
+$107M
3
+$71.2M
4
BRO icon
Brown & Brown
BRO
+$45.6M
5
LPLA icon
LPL Financial
LPLA
+$30.8M

Sector Composition

1 Consumer Staples 25.77%
2 Financials 23.49%
3 Industrials 22.98%
4 Technology 11.67%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$48.6K ﹤0.01%
193
152
$44.9K ﹤0.01%
+206
153
$31.1K ﹤0.01%
1,253
-852
154
$30.3K ﹤0.01%
+203
155
$24.2K ﹤0.01%
1,000
-826
156
$19K ﹤0.01%
+485
157
$17K ﹤0.01%
650
-668
158
$11.5K ﹤0.01%
478
159
– –
-9,665
160
– –
-435,560
161
– –
-19,343
162
– –
-5,500
163
– –
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164
– –
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165
– –
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166
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167
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168
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169
– –
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170
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171
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172
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173
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174
– –
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175
– –
-12,900
4 5 6
7
8