YP
Yellowstone Partners Portfolio holdings
AUM
$177M
This Quarter Return
+7.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
177
New
177
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$8.85M |
| 2 |
Bausch Health
BHC
|
$6.61M |
| 3 |
Microsoft
MSFT
|
$6.18M |
| 4 |
Oracle
ORCL
|
$5.43M |
| 5 |
Motorola Solutions
MSI
|
$5.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.89% |
| 2 | Energy | 20.66% |
| 3 | Healthcare | 13.84% |
| 4 | Industrials | 9.62% |
| 5 | Financials | 4.94% |
