CPA
Court Place Advisors Portfolio holdings
AUM
$332M
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$332M
AUM Growth
+$14.2M
(+4.5%)
Holding
152
Top Buys
| 1 | +$270K | |
| 2 | +$251K | |
| 3 | +$239K | |
| 4 |
Welltower
WELL
|
+$217K |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$217K |
Top Sells
| 1 | +$603K | |
| 2 | +$371K | |
| 3 | +$253K | |
| 4 |
Elevance Health
ELV
|
+$234K |
| 5 |
Baxter International
BAX
|
+$225K |
Sector Composition
| 1 | Technology | 31.99% |
| 2 | Financials | 16.58% |
| 3 | Industrials | 16.19% |
| 4 | Healthcare | 7.65% |
| 5 | Consumer Discretionary | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Gartner
IT
$17.8B
| – | – |
-519
|
|
||
152
Otis Worldwide
OTIS
$34.3B
| – | – |
-2,022
|
|