CCP

Clifford Capital Partners Portfolio holdings

AUM $579M
1-Year Est. Return 20.33%
This Quarter Est. Return
1 Year Est. Return
+20.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.77M
3
+$8.3M
4
DIS icon
Walt Disney
DIS
+$8.28M
5
PBI icon
Pitney Bowes
PBI
+$2.84M

Top Sells

1
+$13.4M
2
+$9.15M
3
+$8.73M
4
CAH icon
Cardinal Health
CAH
+$3.4M
5
SLB icon
SLB Ltd
SLB
+$2.23M

Sector Composition

1 Technology 18.9%
2 Financials 15.73%
3 Industrials 15.65%
4 Consumer Staples 13.91%
5 Healthcare 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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58
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59
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60
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61
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62
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63
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