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
$192M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$509K
2 +$347K
3 +$328K
4
SO icon
Southern Company
SO
+$319K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$307K

Top Sells

1 +$923K
2 +$499K
3 +$462K
4
CERN
Cerner Corp
CERN
+$431K
5
META icon
Meta Platforms (Facebook)
META
+$206K

Sector Composition

1 Technology 22.45%
2 Financials 17.98%
3 Healthcare 11.96%
4 Industrials 11.38%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,873
152
-1,603
153
-6,980
154
-7,700