CCP

Clarkston Capital Partners Portfolio holdings

AUM $4.64B
1-Year Est. Return 0.39%
This Quarter Est. Return
1 Year Est. Return
+0.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.01B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$108M
3
+$89.2M
4
POST icon
Post Holdings
POST
+$45.1M
5
LW icon
Lamb Weston
LW
+$19.1M

Top Sells

1
+$159M
2
+$90.6M
3
+$69.1M
4
NLSN
Nielsen Holdings plc
NLSN
+$34.3M
5
LPLA icon
LPL Financial
LPLA
+$20.6M

Sector Composition

1 Industrials 29.45%
2 Financials 27.04%
3 Consumer Staples 18.05%
4 Technology 11.51%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
0
202
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-118
203
– –
-4,455
204
– –
-775
205
– –
-1,128
206
– –
-2,384
207
– –
-8,895,251
208
– –
-1,200
209
– –
-2,837,816
210
– –
-8,841
211
– –
-400
5 6 7 8
9