CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
This Quarter Return
+2.39%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$906M
AUM Growth
+$906M
(+37%)
Cap. Flow
+$227M
Cap. Flow
% of AUM
25.04%
Top 10 Holdings %
Top 10 Hldgs %
34.8%
Holding
193
New
15
Increased
77
Reduced
25
Closed
61
Top Buys
| 1 |
Western Union
WU
|
$17.6M |
| 2 |
GE Aerospace
GE
|
$17.5M |
| 3 |
Sysco
SYY
|
$17.3M |
| 4 |
Procter & Gamble
PG
|
$17.3M |
| 5 |
IBM
IBM
|
$12.3M |
Top Sells
| 1 |
PDCO
Patterson Companies, Inc.
PDCO
|
$6.24M |
| 2 |
Intel
INTC
|
$5.97M |
| 3 |
Broadridge
BR
|
$5.03M |
| 4 |
Apple
AAPL
|
$3.77M |
| 5 |
Skywest
SKYW
|
$1.71M |
Sector Composition
| 1 | Financials | 24.7% |
| 2 | Consumer Staples | 22.36% |
| 3 | Industrials | 20.2% |
| 4 | Technology | 11.79% |
| 5 | Healthcare | 9.87% |
