CP
Clover Partners Portfolio holdings
AUM
$43.1M
This Quarter Return
+5.76%
1 Year Return
-4.08%
3 Year Return
+32.3%
5 Year Return
+78.51%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+12%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
9.07%
Top 10 Holdings %
Top 10 Hldgs %
61.53%
Holding
32
New
3
Increased
8
Reduced
7
Closed
5
Top Buys
| 1 |
Capital Southwest
CSWC
|
$27.8M |
| 2 |
BKMU
Bank Mutual Corp
BKMU
|
$9.63M |
| 3 |
HomeStreet
HMST
|
$9.31M |
| 4 |
IBTX
Independent Bank Group, Inc.
IBTX
|
$3.38M |
| 5 |
BLMT
BSB Bancorp, Inc.
BLMT
|
$1.7M |
Top Sells
| 1 |
SMPL
SIMPLICITY BANCORP INC
SMPL
|
$8.34M |
| 2 |
ALLB
ALLIANCE BANCORP INC PA
ALLB
|
$6.21M |
| 3 |
Northfield Bancorp
NFBK
|
$4.47M |
| 4 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$3.22M |
| 5 |
HBOS
HERITAGE FINANCIAL GROUP
HBOS
|
$2.6M |
Sector Composition
| 1 | Financials | 68.98% |
