CPA
Court Place Advisors Portfolio holdings
AUM
$318M
This Quarter Return
+2.15%
1 Year Return
+17.92%
3 Year Return
+72.34%
5 Year Return
+129.49%
10 Year Return
+294.43%
AUM
$162M
AUM Growth
+$162M
(+3.6%)
Cap. Flow
+$3.3M
Cap. Flow
% of AUM
2.04%
Top 10 Holdings %
Top 10 Hldgs %
33.94%
Holding
141
New
7
Increased
64
Reduced
16
Closed
3
Top Buys
| 1 |
Biogen
BIIB
|
$1.93M |
| 2 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$652K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$578K |
| 4 |
Magna International
MGA
|
$541K |
| 5 |
Union Pacific
UNP
|
$499K |
Top Sells
Sector Composition
| 1 | Technology | 24.33% |
| 2 | Financials | 16.26% |
| 3 | Healthcare | 12.16% |
| 4 | Industrials | 10.27% |
| 5 | Consumer Staples | 8.25% |
