RP

Reinhart Partners Portfolio holdings

AUM $3.48B
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$20.2M
3
+$19.6M
4
IPG
Interpublic Group of Companies
IPG
+$18.7M
5
STJ
St Jude Medical
STJ
+$17.3M

Top Sells

1
+$33.4M
2
+$23.9M
3
+$21.7M
4
VMI icon
Valmont Industries
VMI
+$20.8M
5
CTSH icon
Cognizant
CTSH
+$17.3M

Sector Composition

1 Financials 19.67%
2 Industrials 15.44%
3 Technology 9.57%
4 Healthcare 9.27%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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-2,520
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6