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
$5.67B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$74.8M
3
+$40.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$17.7M
5
CHRW icon
C.H. Robinson
CHRW
+$9M

Top Sells

1
+$76.4M
2
+$58.9M
3
+$54.9M
4
GE icon
GE Aerospace
GE
+$38.1M
5
HI icon
Hillenbrand
HI
+$31.2M

Sector Composition

1 Consumer Staples 26.93%
2 Financials 24.2%
3 Industrials 20.21%
4 Technology 9.49%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.2K ﹤0.01%
632
-368
152
$14.9K ﹤0.01%
589
-664
153
$11.5K ﹤0.01%
478
154
$8.09K ﹤0.01%
310
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155
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