YP

Yellowstone Partners Portfolio holdings

AUM $177M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.96M
3
+$5.77M
4
WTW icon
Willis Towers Watson
WTW
+$5.63M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.2M

Top Sells

1
+$8.47M
2
+$5.77M
3
+$3.51M
4
KMI icon
Kinder Morgan
KMI
+$2.33M
5
TJX icon
TJX Companies
TJX
+$1.59M

Sector Composition

1 Financials 24.82%
2 Energy 11.15%
3 Healthcare 9.55%
4 Materials 7.23%
5 Technology 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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