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
$5.39B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$93.8M
2 +$77M
3 +$72.1M
4
WLY icon
John Wiley & Sons Class A
WLY
+$43.8M
5
KVUE icon
Kenvue
KVUE
+$16.9M

Top Sells

1 +$176M
2 +$107M
3 +$71.2M
4
BRO icon
Brown & Brown
BRO
+$45.4M
5
LPLA icon
LPL Financial
LPLA
+$31.2M

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
176
-153
177
-70,000
178
-267,116