CCP

Clarkston Capital Partners Portfolio holdings

AUM $4.32B
1-Year Est. Return 1.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.07B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$36.7M
3
+$35.7M
4
AVTR icon
Avantor
AVTR
+$27.4M
5
CABO icon
Cable One
CABO
+$26.6M

Top Sells

1
+$69M
2
+$36.7M
3
+$35.4M
4
USFD icon
US Foods
USFD
+$18.2M
5
MMM icon
3M
MMM
+$13.3M

Sector Composition

1 Consumer Staples 30.16%
2 Financials 20.27%
3 Industrials 16.83%
4 Healthcare 10.73%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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