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
$302M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$275K
3 +$26.2K

Top Sells

1 +$3.37M

Sector Composition

1 Industrials 47.51%
2 Consumer Staples 30.49%
3 Consumer Discretionary 5.61%
4 Technology 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$92.1M 30.49%
3,511,774
+1,000
2
$54.2M 17.96%
1,531,448
3
$35.2M 11.65%
3,583,725
4
$26.2M 8.68%
974,062
5
$21.7M 7.17%
1,519,313
6
$17.3M 5.74%
510,633
7
$16.9M 5.61%
887,893
+14,400
8
$15.1M 4.99%
465,019
9
$8.55M 2.83%
388,963
10
$7.14M 2.36%
427,323
11
$5.29M 1.75%
+840,100
12
$2.26M 0.75%
141,612
-210,700