FPP
Findlay Park Partners Portfolio holdings
AUM
$9.52B
1-Year Est. Return
9.95%
1 Year Est. Return
+9.95%
AUM
$9.7B
AUM Growth
-$21.5M
(-0.22%)
Holding
58
Top Buys
| 1 | +$100M | |
| 2 | +$97.9M | |
| 3 | +$96.8M | |
| 4 |
Texas Instruments
TXN
|
+$77.3M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$56.3M |
Top Sells
| 1 | +$301M | |
| 2 | +$107M | |
| 3 | +$83.3M | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$73M |
| 5 |
CBRE Group
CBRE
|
+$64.8M |
Sector Composition
| 1 | Technology | 23.76% |
| 2 | Financials | 20.61% |
| 3 | Industrials | 20.44% |
| 4 | Healthcare | 12.87% |
| 5 | Materials | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sherwin-Williams
SHW
$85.5B
| $165M | 1.7% |
481,312
-17,300
|
|
||
27
ConocoPhillips
COP
$110B
| $159M | 1.64% |
1,770,771
-64,300
|
|
||
28
Canadian National Railway
CNI
$60.2B
| $155M | 1.6% |
1,490,368
-339,700
|
|
||
29
Agilent Technologies
A
$43B
| $152M | 1.57% |
1,287,410
-46,600
|
|
||
|
30
CBRE Group
CBRE
$46.2B
| $148M | 1.52% |
1,054,216
-462,800
|
|
||
31
MarketAxess Holdings
MKTX
$6.31B
| $147M | 1.51% |
656,300
-23,700
|
|
||
32
Equifax
EFX
$25.5B
| $140M | 1.44% |
539,100
-19,400
|
|
||
33
Waste Connections
WCN
$43.2B
| $137M | 1.42% |
734,958
-276,500
|
|
||
34
Hilton Worldwide
HLT
$63.9B
| $135M | 1.39% |
505,674
-18,200
|
|
||
35
Thermo Fisher Scientific
TMO
$221B
| $131M | 1.35% |
322,220
-11,600
|
|
||
36
KLA
KLAC
$158B
| $129M | 1.33% |
144,382
-5,000
|
|
||
37
Cooper Companies
COO
$14.4B
| $129M | 1.33% |
1,815,900
+1,375,657
|
|
||
38
Martin Marietta Materials
MLM
$37.1B
| $121M | 1.25% |
220,842
-7,800
|
|
||
39
ITT
ITT
$14.8B
| $120M | 1.24% |
767,900
-27,700
|
|
||
40
Ecolab
ECL
$73.9B
| $119M | 1.22% |
440,184
-15,800
|
|
||
41
Aecom
ACM
$17.6B
| $116M | 1.19% |
1,026,227
-37,100
|
|
||
42
MSCI
MSCI
$43.6B
| $115M | 1.19% |
199,300
-7,100
|
|
||
43
Keysight
KEYS
$31.6B
| $113M | 1.17% |
691,752
-25,000
|
|
||
44
Danaher
DHR
$155B
| $111M | 1.15% |
564,400
-20,400
|
|
||
45
Teledyne Technologies
TDY
$24.4B
| $108M | 1.11% |
210,539
-7,500
|
|
||
46
Applied Materials
AMAT
$184B
| $103M | 1.07% |
564,400
-20,300
|
|
||
47
Autodesk
ADSK
$64.3B
| $101M | 1.04% |
326,399
-11,700
|
|
||
48
Medpace
MEDP
$16.8B
| $96.5M | 1% |
307,600
-111,100
|
|
||
49
CDW
CDW
$19.2B
| $82M | 0.85% |
459,126
-16,500
|
|
||
50
IDEX
IEX
$12.7B
| $79.5M | 0.82% |
452,899
-16,400
|
|