FPP
Findlay Park Partners Portfolio holdings
AUM
$9.52B
1-Year Est. Return
9.95%
1 Year Est. Return
+9.95%
AUM
$9.52B
AUM Growth
-$179M
(-1.8%)
Holding
59
Top Buys
| 1 | +$84.4M | |
| 2 | +$73.4M | |
| 3 | +$39M | |
| 4 |
Marsh & McLennan
MMC
|
+$36.3M |
| 5 |
Agilent Technologies
A
|
+$33.8M |
Top Sells
| 1 | +$169M | |
| 2 | +$84.5M | |
| 3 | +$71.6M | |
| 4 |
CBRE Group
CBRE
|
+$68M |
| 5 |
Charles Schwab
SCHW
|
+$60.3M |
Sector Composition
| 1 | Technology | 21.45% |
| 2 | Industrials | 20.42% |
| 3 | Financials | 20.14% |
| 4 | Healthcare | 13.66% |
| 5 | Materials | 9.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intercontinental Exchange
ICE
$89.7B
| $164M | 1.72% |
971,869
-17,600
|
|
||
27
Medpace
MEDP
$16.7B
| $155M | 1.63% |
302,300
-5,300
|
|
||
28
Thermo Fisher Scientific
TMO
$222B
| $154M | 1.61% |
316,620
-5,600
|
|
||
29
KLA
KLAC
$154B
| $153M | 1.61% |
141,882
-2,500
|
|
||
30
Ferguson
FERG
$50.5B
| $145M | 1.53% |
647,510
-143,100
|
|
||
31
Canadian National Railway
CNI
$59B
| $138M | 1.45% |
1,463,768
-26,600
|
|
||
32
Martin Marietta Materials
MLM
$37.6B
| $137M | 1.44% |
217,042
-3,800
|
|
||
33
Equifax
EFX
$26B
| $136M | 1.43% |
529,600
-9,500
|
|
||
34
ITT
ITT
$14.4B
| $135M | 1.42% |
754,200
-13,700
|
|
||
35
Aecom
ACM
$13.6B
| $132M | 1.38% |
1,008,027
-18,200
|
|
||
36
Hilton Worldwide
HLT
$66.3B
| $129M | 1.35% |
496,874
-8,800
|
|
||
37
Waste Connections
WCN
$45.2B
| $127M | 1.33% |
721,958
-13,000
|
|
||
38
Cooper Companies
COO
$15.5B
| $122M | 1.28% |
1,783,400
-32,500
|
|
||
39
Teledyne Technologies
TDY
$23.5B
| $121M | 1.27% |
206,939
-3,600
|
|
||
40
Keysight
KEYS
$33.9B
| $119M | 1.25% |
679,452
-12,300
|
|
||
41
Ecolab
ECL
$77.9B
| $118M | 1.24% |
432,484
-7,700
|
|
||
42
Applied Materials
AMAT
$201B
| $114M | 1.19% |
554,500
-9,900
|
|
||
43
MarketAxess Holdings
MKTX
$6.09B
| $112M | 1.18% |
644,700
-11,600
|
|
||
44
MSCI
MSCI
$42.4B
| $111M | 1.17% |
195,800
-3,500
|
|
||
45
Danaher
DHR
$160B
| $110M | 1.15% |
554,500
-9,900
|
|
||
46
Autodesk
ADSK
$64.3B
| $102M | 1.07% |
320,699
-5,700
|
|
||
|
47
CBRE Group
CBRE
$48.2B
| $98.1M | 1.03% |
622,516
-431,700
|
|
||
48
Spotify
SPOT
$123B
| $84.4M | 0.89% |
+120,900
|
|
||
49
Analog Devices
ADI
$130B
| $78.6M | 0.83% |
319,918
-5,700
|
|
||
50
Etsy
ETSY
$5.35B
| $77.8M | 0.82% |
1,171,500
-21,300
|
|