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
101
$204K 0.02%
+1,882
102
– –
-10,306
103
– –
-10,210
104
– –
-243,153
105
– –
-5,420
106
– –
-226,440
107
– –
-55,560
108
– –
-3,980
109
– –
-1,510
110
– –
-109,836
111
– –
-44,036
112
– –
-3,432
113
– –
-92,879
114
– –
-301,893
115
– –
-346,014
116
– –
-44,500
1 2 3 4
5