SCPM

Sagard Capital Partners Management Portfolio holdings

AUM $46.7M
1-Year Est. Return 23.43%
This Quarter Est. Return
1 Year Est. Return
-23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$83.6M
2 +$48.3M
3 +$38.9M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$26.7M
5
ROCK icon
Gibraltar Industries
ROCK
+$22.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 48.22%
2 Consumer Staples 29.59%
3 Consumer Discretionary 5.74%
4 Technology 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$83.6M 29.59%
+3,510,774
2
$48.3M 17.07%
+1,531,448
3
$38.9M 13.76%
+3,583,725
4
$26.7M 9.44%
+974,062
5
$22.1M 7.83%
+1,519,313
6
$16.2M 5.74%
+873,493
7
$15.5M 5.48%
+510,633
8
$11.5M 4.08%
+465,019
9
$8.21M 2.9%
+388,963
10
$6.06M 2.15%
+427,323
11
$5.58M 1.97%
+352,312