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
$1.11B
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$19.7M
3 +$14.3M
4
MAS icon
Masco
MAS
+$13.3M
5
AXTA icon
Axalta
AXTA
+$7.99M

Top Sells

1 +$20.5M
2 +$13.7M
3 +$12.2M
4
WBD icon
Warner Bros
WBD
+$8.31M
5
EHC icon
Encompass Health
EHC
+$7.66M

Sector Composition

1 Industrials 20.25%
2 Financials 18.97%
3 Consumer Discretionary 10.96%
4 Real Estate 10.2%
5 Utilities 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,860
102
-265,630