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
$96.4M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M

Top Sells

1 +$23.6M

Sector Composition

1 Consumer Staples 85.49%
2 Technology 12.23%
3 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.4M 85.49%
3,639,367
2
$11.8M 12.23%
357,143
-715,950
3
$2.2M 2.29%
+77,738