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
$264M
AUM Growth
-$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$532K
2 +$409K
3 +$314K
4
KMB icon
Kimberly-Clark
KMB
+$221K
5
CI icon
Cigna
CI
+$210K

Top Sells

1 +$642K
2 +$495K
3 +$299K
4
ALK icon
Alaska Air
ALK
+$261K
5
MAR icon
Marriott International
MAR
+$249K

Sector Composition

1 Technology 28.42%
2 Financials 15.37%
3 Healthcare 13.34%
4 Industrials 11.13%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,187
177
-3,200