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
$343M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$659K
2 +$550K
3 +$491K
4
DOV icon
Dover
DOV
+$404K
5
BA icon
Boeing
BA
+$352K

Top Sells

1 +$213K
2 +$209K
3 +$200K
4
T icon
AT&T
T
+$155K
5
MRK icon
Merck
MRK
+$149K

Sector Composition

1 Technology 28.26%
2 Financials 15.91%
3 Industrials 12.18%
4 Healthcare 11.41%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$205K 0.06%
2,786
177
$112K 0.03%
20,999
-10
178
$83K 0.02%
13,800
179
$59K 0.02%
675
+165
180
-4,000
181
-1,414
182
-1,319