Equal-WT
WhaleScore 2.0
?
Clifford Capital Partners is based out of Alpine. Clifford Capital Partners is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $342,218,195 (Form ADV from 2023-04-04). Their last reported 13F filing for Q4 2023 included $387,710,781 in managed 13F securities
and a top 10 holdings concentration of 39.03%. Clifford Capital Partners's largest holding is Pitney-Bowes Inc. with shares held of 4,279,420. Whalewisdom has at least 26 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
NATL NCR Atleos Corp | 3.76% |
PFE Pfizer, Inc. | 2.54% |
DIS Walt Disney Co. (The | 0.68% |
BIG Big Lots Inc | 0.54% |
AXP American Express Co | 0.51% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VYX NCR Voyix Corp | 5.19% |
SLB Schlumberger Ltd. | 1.17% |
LBRT Liberty Oilfield Ser | 0.68% |
CVBF CVB Financial Corp. | 0.56% |
CAH Cardinal Health, Inc | 0.43% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
PBI Pitney-Bowes Inc. | 4.86% |
AXP American Express Co | 4.2% |
LSXMA Liberty Sirius XM Gr | 3.96% |
EVTC Evertec, Inc. | 3.9% |
WABC WestAmerica Bancorpo | 3.85% |
2023-12-31
13F Activity
Market Value | $388m, Prior: $343m |
New Purchases | 4 stocks |
Added To | 31 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 16 stocks |
Top 10 Holdings % | 39.03% |
Turnover %[1] | 11.76% |
Turnover Alt %[2] | 7.61% |
Time Held Top 20 | 7 quarters |
Time Held Top 10 | 1.7 quarters |
Time Held All | 11.49 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31