CPA

Court Place Advisors Portfolio holdings

AUM $318M
1-Year Est. Return 17.92%
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$6.03M
2 +$5.99M
3 +$5.45M
4
PG icon
Procter & Gamble
PG
+$5.44M
5
GE icon
GE Aerospace
GE
+$4.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.37%
2 Financials 16.02%
3 Healthcare 11.18%
4 Industrials 11.14%
5 Energy 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$235K 0.18%
+8,374
102
$226K 0.17%
+2,325
103
$226K 0.17%
+16,000
104
$215K 0.16%
+1,163
105
$210K 0.16%
+8,075
106
$202K 0.15%
+1,775
107
$198K 0.15%
+16,692
108
$118K 0.09%
+11,924
109
$110K 0.08%
+14,758
110
$67K 0.05%
+2,560
111
$44K 0.03%
+20,000