FPP

Findlay Park Partners Portfolio holdings

AUM $9.7B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$142M
3
+$115M
4
ILMN icon
Illumina
ILMN
+$100M
5
MEDP icon
Medpace
MEDP
+$90.2M

Top Sells

1
+$179M
2
+$127M
3
+$106M
4
J icon
Jacobs Solutions
J
+$102M
5
APD icon
Air Products & Chemicals
APD
+$92.1M

Sector Composition

1 Technology 26.77%
2 Industrials 17.67%
3 Financials 16.37%
4 Healthcare 13.83%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204M 1.87%
7,790,622
+2,188,500
27
$186M 1.7%
1,218,316
-21,500
28
$180M 1.66%
1,370,068
+342,485
29
$169M 1.55%
290,120
-63,300
30
$153M 1.4%
294,351
-5,000
31
$152M 1.39%
1,246,030
-22,000
32
$146M 1.34%
561,599
-9,700
33
$145M 1.33%
733,018
-12,800
34
$143M 1.31%
980,310
-171,100
35
$142M 1.3%
+1,644,311
36
$140M 1.28%
893,352
-15,700
37
$134M 1.23%
594,452
-10,500
38
$133M 1.22%
1,371,316
-24,200
39
$129M 1.18%
589,010
-339,800
40
$124M 1.14%
486,326
-101,000
41
$122M 1.12%
350,112
-305,400
42
$115M 1.05%
+204,900
43
$111M 1.02%
522,074
-9,100
44
$110M 1.01%
665,914
-11,600
45
$104M 0.96%
303,369
-69,600
46
$104M 0.96%
451,884
-7,800
47
$102M 0.93%
251,975
-4,300
48
$100M 0.92%
+749,515
49
$96.2M 0.88%
1,155,534
-421,400
50
$95.8M 0.88%
223,039
-3,700
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