CP

Coho Partners Portfolio holdings

AUM $779M
1-Year Est. Return 4.46%
This Quarter Est. Return
1 Year Est. Return
+4.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$48.9M
3 +$47.9M
4
CVS icon
CVS Health
CVS
+$45.4M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$43.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.53%
2 Consumer Staples 17.17%
3 Energy 14.2%
4 Technology 10.85%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$245K 0.02%
+3,875
52
$237K 0.02%
+2,313
53
$208K 0.02%
+2,848