CPA
Court Place Advisors Portfolio holdings
AUM
$332M
1-Year Est. Return
16.16%
1 Year Est. Return
+16.16%
AUM
$318M
AUM Growth
+$16.5M
(+5.5%)
Holding
153
Top Buys
| 1 | +$1.42M | |
| 2 | +$406K | |
| 3 | +$275K | |
| 4 |
Truist Financial
TFC
|
+$250K |
| 5 |
Argan
AGX
|
+$209K |
Top Sells
| 1 | +$646K | |
| 2 | +$519K | |
| 3 | +$406K | |
| 4 |
Cisco
CSCO
|
+$323K |
| 5 |
DFS
Discover Financial Services
DFS
|
+$321K |
Sector Composition
| 1 | Technology | 33.02% |
| 2 | Financials | 17.33% |
| 3 | Industrials | 15.13% |
| 4 | Healthcare | 7.66% |
| 5 | Consumer Discretionary | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Erie Indemnity
ERIE
$15B
| – | – |
-513
|
|
||
152
Kimberly-Clark
KMB
$34B
| – | – |
-1,550
|
|
||
153
Nucor
NUE
$37.1B
| – | – |
-1,675
|
|