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
$76.8M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$7.23M
2 +$3.14M

Top Sells

1 +$11.8M

Sector Composition

1 Consumer Staples 83.37%
2 Industrials 7.22%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.1M 83.37%
3,639,367
2
$7.23M 9.41%
+1,213,125
3
$5.54M 7.22%
179,018
+101,280
4
-357,143