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
$405M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$2.72M
3 +$18.5K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 43.22%
2 Consumer Staples 32.14%
3 Technology 15.03%
4 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$130M 32.14%
3,514,774
+500
2
$62.6M 15.46%
1,531,448
3
$57.4M 14.18%
1,714,982
4
$50.1M 12.38%
7,452,125
5
$49.5M 12.24%
1,792,444
6
$38.9M 9.61%
1,584,331
+111,068
7
$12.7M 3.14%
465,019
8
$3.43M 0.85%
+119,912