CCM

Clearfield Capital Management Portfolio holdings

AUM $130M
1-Year Est. Return 72.77%
This Quarter Est. Return
1 Year Est. Return
+72.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$44.1M
2 +$30.2M
3 +$29.6M
4
CDK
CDK Global, Inc.
CDK
+$29.3M
5
V icon
Visa
V
+$28.5M

Top Sells

1 +$37.1M
2 +$34.3M
3 +$32.3M
4
RPM icon
RPM International
RPM
+$25.8M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$18M

Sector Composition

1 Industrials 32.15%
2 Consumer Discretionary 12.72%
3 Technology 12.3%
4 Materials 10.06%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-129,227
28
-179,710