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
$1.93B
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$16.7M
3 +$12.9M
4
NSP icon
Insperity
NSP
+$11M
5
EEFT icon
Euronet Worldwide
EEFT
+$10.7M

Top Sells

1 +$19.6M
2 +$13.8M
3 +$13M
4
VST icon
Vistra
VST
+$9.01M
5
TNET icon
TriNet
TNET
+$8.56M

Sector Composition

1 Financials 25.09%
2 Industrials 20.91%
3 Technology 14.06%
4 Consumer Discretionary 10.5%
5 Healthcare 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$28.8M 1.5%
884,561
+36,510
27
$28.5M 1.48%
486,309
-84,572
28
$28.3M 1.47%
500,444
+22,949
29
$27.3M 1.42%
426,363
+15,126
30
$26.8M 1.39%
282,196
-1,336
31
$24.4M 1.27%
563,658
+33,412
32
$22.7M 1.18%
432,805
-6,330
33
$22.1M 1.15%
+430,546
34
$20.7M 1.08%
249,797
-7,937
35
$19.1M 0.99%
265,728
-15,707
36
$18.9M 0.98%
622,944
-15,791
37
$18.8M 0.98%
277,210
-9,658
38
$18.6M 0.97%
169,085
-7,689
39
$18.2M 0.95%
158,065
-12,557
40
$17.6M 0.91%
134,959
-1,984
41
$17.5M 0.91%
89,069
-3,954
42
$17.3M 0.9%
419,458
-16,954
43
$16.9M 0.88%
802,725
-6,922
44
$16.7M 0.87%
70,287
+4,642
45
$16.7M 0.87%
+389,765
46
$15.8M 0.82%
221,888
-2,392
47
$15.8M 0.82%
446,472
-236,200
48
$15.8M 0.82%
475,078
-271,485
49
$15.6M 0.81%
209,244
+3,238
50
$14.9M 0.78%
252,881
-9,382