CCP
Clarkston Capital Partners Portfolio holdings
AUM
$4.71B
1-Year Return
4.69%
This Quarter Return
-7.64%
1 Year Return
+4.69%
3 Year Return
+25.85%
5 Year Return
+79.4%
10 Year Return
+132.48%
AUM
$5.56B
AUM Growth
-$53.5M
(-0.95%)
Cap. Flow
+$373M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
55.97%
Holding
191
New
12
Increased
62
Reduced
41
Closed
11
Top Buys
| 1 |
Altice USA
ATUS
|
$213M |
| 2 |
Willis Towers Watson
WTW
|
$112M |
| 3 |
ECOL
US Ecology, Inc.
ECOL
|
$41.3M |
| 4 |
NLSN
Nielsen Holdings plc
NLSN
|
$23.1M |
| 5 |
US Foods
USFD
|
$22.4M |
Top Sells
| 1 |
Landstar System
LSTR
|
$56.7M |
| 2 |
Affiliated Managers Group
AMG
|
$10.9M |
| 3 |
Artisan Partners
APAM
|
$9.24M |
| 4 |
John Wiley & Sons Class A
WLY
|
$5.73M |
| 5 |
Western Union
WU
|
$4.89M |
Sector Composition
| 1 | Financials | 33.36% |
| 2 | Industrials | 29.96% |
| 3 | Consumer Staples | 16.71% |
| 4 | Technology | 8.73% |
| 5 | Communication Services | 8.63% |
