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Clarkston Partners Institutional (CISMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.74-0.05 (-0.36%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash7.52%
Stocks92.48%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
CISMX
Basic materials
2.92%
Consumer cyclical
3.43%
Financial services
23.51%
Property
0.00%
Consumer defensive
24.50%
Healthcare
4.33%
Utilities
0.00%
Communication services
9.06%
Energy
0.00%
Industrials
23.08%
Technology
9.18%

Equity holdings

AverageCISMXCategory average
Price/Earnings0.0520.5
Price/book0.482.22
Price/sales1.021.28
Price/Cash flow0.1410.83
Median market cap7,518.1813,028.86
3-year earnings growth31.21.56

Bond holdings

AverageCISMXCategory average
MaturityN/AN/A
DurationN/AN/A
Credit qualityN/AN/A

Bond ratings

Sector(s)CISMX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (61.03% of total assets)

Get quotes for top holdings
NameSymbol% assets
Clarivate PLC Ordinary SharesCLVT8.49%
LPL Financial Holdings IncLPLA7.74%
Post Holdings IncPOST7.51%
US Foods Holding CorpUSFD6.64%
Affiliated Managers Group IncAMG6.13%
Stericycle IncSRCL5.77%
Molson Coors Beverage Co Shs -B- Non-VotingTAP4.97%
Hillenbrand IncHI4.86%
Brown & Brown IncBRO4.65%
GFL Environmental IncGFL4.27%