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Clarkston Partners Fund Institutional Class (CISMX)

US Funds

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13.34 +0.07 +0.53%

02/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 538.33M

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CISMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Clarkston Partners Institutional (CISMX) fund. Our Clarkston Partners Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	7.83	7.88	0.05
Shares	92.17	92.17	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.72	14.46
Price to Book	1.70	1.98
Price to Sales	0.94	1.16
Price to Cash Flow	7.63	8.75
Dividend Yield	1.33	2.21
5 Years Earnings Growth	11.46	10.79

Sector Allocation

Name	Net %	Category Average
Consumer Defensive	30.06	6.87
Industrials	19.39	16.22
Financial Services	19.15	17.45
Healthcare	11.71	10.51
Technology	8.33	10.81
Communication Services	7.91	3.34
Consumer Cyclical	3.46	11.49

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Post	US7374461041	9.34	111.39	-0.13%
CLARIVATE	JE00BJJN4441	6.60	4.45	-1.33%
Affiliated Managers	US0082521081	6.33	200.50	+0.90%
Molson Coors Brewing B	US60871R2094	5.66	49.54	+0.96%
LPL Financial	US50212V1008	5.46	376.47	+0.92%
US Foods	US9120081099	5.02	77.73	+0.40%
Gfl Environmental	CA36168Q1046	5.00	48.37	-2.20%
John Wiley&Sons	US9682232064	4.25	43.40	-0.25%
Lamb Weston Holdings	US5132721045	4.06	52.76	+0.74%
Energizer	US29272W1099	3.92	21.59	+1.84%

Top Equity Funds by Clarkston Funds

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Clarkston Partners Founders		431.85M	-8.61	-0.04	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Clarkston Partner.	13.34	+0.07	+0.53%