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
$14.4B
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$165M
3
+$157M
4
CSGP icon
CoStar Group
CSGP
+$120M
5
POOL icon
Pool Corp
POOL
+$118M

Top Sells

1
+$347M
2
+$303M
3
+$235M
4
A icon
Agilent Technologies
A
+$199M
5
SCHW icon
Charles Schwab
SCHW
+$197M

Sector Composition

1 Technology 28.43%
2 Communication Services 16.95%
3 Healthcare 13.83%
4 Financials 12.18%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$892M 6.2%
7,122,130
+467,080
2
$886M 6.16%
3,759,028
-506,184
3
$800M 5.56%
7,737,220
+2,616,760
4
$727M 5.05%
1,898,312
-457,937
5
$690M 4.79%
5,797,235
-131,885
6
$599M 4.16%
2,161,283
-56,769
7
$524M 3.64%
9,690,490
-304,668
8
$497M 3.45%
1,945,066
-362,188
9
$476M 3.31%
1,693,212
-53,236
10
$466M 3.23%
3,310,855
-104,093
11
$439M 3.05%
3,603,304
+226,779
12
$424M 2.94%
1,786,058
-56,154
13
$412M 2.86%
1,107,786
-34,829
14
$403M 2.8%
3,732,042
+961,373
15
$349M 2.42%
1,747,808
-240,912
16
$320M 2.22%
906,679
+244,961
17
$303M 2.1%
992,367
+273,426
18
$294M 2.04%
3,573,650
+1,462,590
19
$273M 1.9%
1,218,928
-582,331
20
$262M 1.82%
3,732,646
-117,354
21
$251M 1.75%
3,065,445
+2,011,503
22
$246M 1.71%
2,301,201
+355,982
23
$227M 1.57%
1,027,876
+468,364
24
$226M 1.57%
1,458,900
-1,957,380
25
$223M 1.55%
360,841
+110,610
1
2 3