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
$1.18B
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$7.74M
3 +$1.4M
4
SYY icon
Sysco
SYY
+$1.01M
5
IBM icon
IBM
IBM
+$641K

Top Sells

1 +$11.2M
2 +$8.97M
3 +$1.1M
4
PAA icon
Plains All American Pipeline
PAA
+$774K
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$566K

Sector Composition

1 Healthcare 26.6%
2 Consumer Staples 17.87%
3 Energy 13.84%
4 Technology 11.44%
5 Financials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,798
52
-14,700
53
-10,171