FPP
Findlay Park Partners Portfolio holdings
AUM
$9.7B
This Quarter Return
+10.27%
1 Year Return
+14.7%
3 Year Return
+82.44%
5 Year Return
+123.52%
10 Year Return
+390.31%
AUM
$9.03B
AUM Growth
+$9.03B
(+10%)
Cap. Flow
+$163M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
22.29%
Holding
141
New
11
Increased
26
Reduced
37
Closed
12
Top Buys
| 1 |
Schlumberger
SLB
|
$104M |
| 2 |
Anywhere Real Estate
HOUS
|
$85.5M |
| 3 |
Suncor Energy
SU
|
$84.8M |
| 4 |
Liberty Global Class A
LBTYA
|
$69.4M |
| 5 |
Accenture
ACN
|
$59M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$110M |
| 2 |
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
|
$65.7M |
| 3 |
Rayonier
RYN
|
$58.2M |
| 4 |
Brookfield
BN
|
$56.9M |
| 5 |
Mastercard
MA
|
$48.9M |
Sector Composition
| 1 | Financials | 25.43% |
| 2 | Industrials | 15.98% |
| 3 | Technology | 13.85% |
| 4 | Healthcare | 10.02% |
| 5 | Consumer Discretionary | 7.35% |
