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
$364M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$92.9K
3
+$16.6K

Top Sells

1
+$9.63M
2
+$7.48M
3
+$5.99M

Sector Composition

1 Industrials 41.11%
2 Consumer Staples 32.14%
3 Technology 16.48%
4 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 32.14%
3,515,274
+500
2
$53.3M 14.66%
1,541,782
-173,200
3
$49.8M 13.7%
7,466,053
+13,928
4
$45.9M 12.63%
1,316,835
-214,613
5
$43.1M 11.86%
1,465,244
-327,200
6
$37.4M 10.28%
1,584,331
7
$10.6M 2.93%
465,019
8
$6.61M 1.82%
216,152
+96,240