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
$6.36B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$133M
2 +$22.3M
3 +$20.3M
4
UPS icon
United Parcel Service
UPS
+$18.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.6M

Top Sells

1 +$129M
2 +$92.9M
3 +$30.4M
4
UNH icon
UnitedHealth
UNH
+$25.4M
5
CVS icon
CVS Health
CVS
+$22.3M

Sector Composition

1 Healthcare 28.15%
2 Consumer Staples 26.82%
3 Industrials 13.7%
4 Financials 11.71%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$253K ﹤0.01%
2,943
77
$232K ﹤0.01%
+779
78
$217K ﹤0.01%
+6,000
79
$215K ﹤0.01%
+3,139
80
$209K ﹤0.01%
+1,547
81
$207K ﹤0.01%
1,265
82
$180K ﹤0.01%
+70,000