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
$287M
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$793K

Top Sells

1 +$5.78M
2 +$5.26M
3 +$3.28M

Sector Composition

1 Industrials 46.95%
2 Consumer Staples 27.99%
3 Technology 16.3%
4 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$80.2M 27.99%
3,515,274
2
$46.7M 16.28%
7,466,053
3
$40.4M 14.1%
1,348,927
-192,855
4
$39.6M 13.81%
1,465,244
5
$36.7M 12.82%
1,208,835
-108,000
6
$20.6M 7.2%
1,262,415
-321,916
7
$11.6M 4.04%
465,019
8
$6.3M 2.2%
247,252
+31,100
9
$4.45M 1.55%
+504,966