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
$4.26B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$33.2M
2 +$6.97M
3 +$6.39M
4
KO icon
Coca-Cola
KO
+$632K
5
BMTC
Bryn Mawr Bank Corp
BMTC
+$269K

Top Sells

1 +$48.5M
2 +$47.3M
3 +$5.98M
4
AMGN icon
Amgen
AMGN
+$5.62M
5
MMC icon
Marsh & McLennan
MMC
+$5.45M

Sector Composition

1 Healthcare 29.06%
2 Consumer Staples 20.97%
3 Financials 12.34%
4 Industrials 12.29%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$286K 0.01%
2,183
-32
52
$269K 0.01%
+7,197
53
$218K 0.01%
1,093
-15
54
$202K ﹤0.01%
+1,189
55
-6,605
56
-2,530