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
51
$2.87M 0.3%
100,559
-44,566
52
$2.84M 0.29%
168,540
+24,190
53
$2.75M 0.28%
86,380
-8,087
54
$2.69M 0.28%
74,325
-6,610
55
$2.67M 0.27%
63,616
-8,656
56
$2.38M 0.25%
+93,730
57
$2.18M 0.22%
19,986
-1,620
58
$2.15M 0.22%
58,630
+2,060
59
$2.1M 0.22%
127,977
-17,835
60
$2.03M 0.21%
31,900
-1,930
61
$1.92M 0.2%
52,001
-4,635
62
$1.91M 0.2%
+59,300
63
$1.88M 0.19%
67,550
+4,950
64
$1.53M 0.16%
43,850
-3,850
65
$1.5M 0.15%
51,444
-4,291
66
$1.36M 0.14%
132,727
-6,591
67
$1.34M 0.14%
12,927
68
$1.33M 0.14%
39,803
-6,634
69
$1.31M 0.13%
32,380
-3,000
70
$1.28M 0.13%
+68,693
71
$1.27M 0.13%
+31,610
72
$1.24M 0.13%
22,750
-1,000
73
$1.22M 0.13%
+42,267
74
$1.2M 0.12%
48,450
-3,990
75
$1.09M 0.11%
26,487
-804,656
1 2
3
4 5