CPA
Court Place Advisors Portfolio holdings
AUM
$318M
This Quarter Return
+1.88%
1 Year Return
+17.92%
3 Year Return
+72.34%
5 Year Return
+129.49%
10 Year Return
+294.43%
AUM
$157M
AUM Growth
+$157M
(+1.8%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
137
New
5
Increased
26
Reduced
33
Closed
2
Top Buys
| 1 |
United Rentals
URI
|
$580K |
| 2 |
iShares Core High Dividend ETF
HDV
|
$571K |
| 3 |
Dover
DOV
|
$371K |
| 4 |
Medtronic
MDT
|
$315K |
| 5 |
Intel
INTC
|
$291K |
Top Sells
| 1 |
Deere & Co
DE
|
$1.02M |
| 2 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$357K |
| 3 |
ManpowerGroup
MAN
|
$213K |
| 4 |
Halliburton
HAL
|
$189K |
| 5 |
Merck
MRK
|
$77.5K |
Sector Composition
| 1 | Technology | 23.06% |
| 2 | Financials | 16% |
| 3 | Healthcare | 12.44% |
| 4 | Industrials | 11.48% |
| 5 | Consumer Staples | 7.91% |
