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
$304M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M

Top Sells

1 +$2.02M

Sector Composition

1 Industrials 58.82%
2 Consumer Staples 31.5%
3 Technology 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$95.6M 31.5%
3,512,274
2
$61M 20.08%
1,531,448
3
$57.1M 18.8%
7,452,125
4
$28.7M 9.44%
1,519,313
5
$24M 7.91%
2,141,804
6
$17.6M 5.79%
465,019
7
$14.3M 4.71%
+501,317
8
$5.4M 1.78%
402,323
9
-119,763