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
$972M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$17.6M
3
+$17.3M
4
RHI icon
Robert Half
RHI
+$15.3M
5
SPR
Spirit AeroSystems
SPR
+$13.4M

Top Sells

1
+$28.2M
2
+$21.9M
3
+$14.4M
4
EXPD icon
Expeditors International
EXPD
+$11M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.07M

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
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-10,306
103
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-10,210
104
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-243,153
105
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-5,420
106
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-226,440
107
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-55,560
108
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-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