RP

Reinhart Partners Portfolio holdings

AUM $2.93B
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$972M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.5M
4
RHI icon
Robert Half
RHI
+$17M
5
SPR icon
Spirit AeroSystems
SPR
+$13.3M

Top Sells

1
+$33.2M
2
+$21.9M
3
+$14.4M
4
EXPD icon
Expeditors International
EXPD
+$11M
5
CLH icon
Clean Harbors
CLH
+$9.5M

Sector Composition

1 Financials 21.14%
2 Industrials 15.34%
3 Consumer Discretionary 10.3%
4 Energy 9.53%
5 Technology 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20M 2.06%
545,795
+2,355
27
$19.3M 1.99%
354,136
+24,524
28
$19.2M 1.97%
153,556
+3,249
29
$19.1M 1.97%
482,050
-145,412
30
$18.7M 1.92%
1,603,123
-100,319
31
$17.7M 1.83%
322,649
+26,799
32
$17.5M 1.8%
+561,292
33
$17.4M 1.79%
378,028
+408
34
$17M 1.75%
+364,348
35
$15.7M 1.61%
508,750
+9,380
36
$15M 1.54%
308,678
+23,038
37
$14.9M 1.54%
392,678
-155,064
38
$14.3M 1.47%
121,867
+47,828
39
$13.9M 1.44%
198,164
-2,391
40
$13.3M 1.37%
+293,570
41
$12.4M 1.28%
165,660
-99,825
42
$8.68M 0.89%
81,249
-64,289
43
$8.6M 0.89%
109,704
-71,631
44
$8.05M 0.83%
350,784
-232,870
45
$3.26M 0.34%
50,485
-14,555
46
$3.15M 0.32%
12,538
-1,493
47
$3.08M 0.32%
50,130
+9,770
48
$3.06M 0.32%
84,392
-16,934
49
$3.01M 0.31%
115,162
+32,836
50
$2.9M 0.3%
144,280
+44,360
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