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
$299M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$458K
3 +$437K
4
MKL icon
Markel Group
MKL
+$380K
5
C icon
Citigroup
C
+$369K

Top Sells

1 +$348K
2 +$248K
3 +$244K
4
MPC icon
Marathon Petroleum
MPC
+$219K
5
XOM icon
Exxon Mobil
XOM
+$216K

Sector Composition

1 Technology 28.51%
2 Financials 15.23%
3 Healthcare 11.73%
4 Industrials 11.12%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,180
177
-7,475
178
-11,438
179
-5,796