RP

Reinhart Partners Portfolio holdings

AUM $3.34B
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.9M
3
+$22.8M
4
NSP icon
Insperity
NSP
+$21.2M
5
LSTR icon
Landstar System
LSTR
+$19.5M

Top Sells

1
+$36M
2
+$29M
3
+$24.8M
4
SFM icon
Sprouts Farmers Market
SFM
+$22.1M
5
AMN icon
AMN Healthcare
AMN
+$18.2M

Sector Composition

1 Financials 25.8%
2 Technology 23.57%
3 Industrials 20.5%
4 Consumer Discretionary 10.92%
5 Healthcare 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-48,742
77
– –
-215,043
78
– –
-20,838
79
– –
-16,610
80
– –
-145,092
81
– –
-382,754
82
– –
-744,943
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4