FPP

Findlay Park Partners Portfolio holdings

AUM $9.52B
1-Year Est. Return 9.95%
This Quarter Est. Return
1 Year Est. Return
+9.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.52B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$73.4M
3
+$39M
4
MMC icon
Marsh & McLennan
MMC
+$36.3M
5
A icon
Agilent Technologies
A
+$33.8M

Top Sells

1
+$169M
2
+$84.5M
3
+$71.6M
4
CBRE icon
CBRE Group
CBRE
+$68M
5
SCHW icon
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
POOL icon
51
Pool Corp
POOL
$9.07B
$75.2M 0.79%
242,475
-4,200
WWD icon
52
Woodward
WWD
$18B
$73.4M 0.77%
+290,474
IEX icon
53
IDEX
IEX
$13B
$72.4M 0.76%
444,899
-8,000
CDW icon
54
CDW
CDW
$18.8B
$71.8M 0.75%
451,026
-8,100
ENTG icon
55
Entegris
ENTG
$11.7B
$45M 0.47%
486,300
-8,800
BLD icon
56
TopBuild
BLD
$12.7B
$43.7M 0.46%
111,837
-1,800
LLYVK icon
57
Liberty Live Group Series C
LLYVK
$7.28B
$3.5M 0.04%
36,074
-400
ALC icon
58
Alcon
ALC
$39B
– –
-810,617
IT icon
59
Gartner
IT
$16.8B
– –
-417,821
1 2
3