CM
| |
Champlain MidCap Fund | CIPMXMutual Fund | |
| Champlain MidCap Fund | |
| Last update 2025-06-26 | 74 Stocks (10 new) |
| Value $3.87 Bil | Turnover 12 % |
Champlain MidCap Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OKTA | Okta Inc | 855,000 | 89,963.1 | -43.19% | 2.320 | -1.07% | 0.490 | -11.48% | +24.91% | 17,232.5 | Software | |
AME | AMETEK Inc | 520,000 | 89,512.8 | -21.21% | 2.310 | -0.53% | 0.230 | +3.01% | +0.50% | 41,680.6 | Industrial Products | |
VEEV | Veeva Systems Inc | 385,000 | 89,177.6 | -19.79% | 2.300 | -0.42% | 0.240 | +19.34% | +34.80% | 46,312.7 | Healthcare Providers & Services | |
WDAY | Workday Inc | 375,000 | 87,573.8 | -17.58% | 2.260 | -0.43% | 0.140 | -2.94% | -8.01% | 63,281.9 | Software | |
XYL | Xylem Inc | 700,000 | 83,622.0 | -16.17% | 2.160 | -0.33% | 0.290 | +5.42% | +11.22% | 31,204.9 | Industrial Products | |
ZS | Zscaler Inc | 420,000 | 83,336.4 | -22.94% | 2.150 | -0.47% | 0.270 | +50.55% | +74.78% | 49,094.0 | Software | |
EW | Edwards Lifesciences Corp | 1,140,000 | 82,627.2 | -12.64% | 2.130 | -0.26% | 0.190 | +9.86% | +5.65% | 45,878.0 | Medical Devices & Instruments | |
IEX | IDEX Corp | 455,000 | 82,341.4 | -13.33% | 2.130 | -0.31% | 0.600 | -3.78% | -15.17% | 13,320.0 | Industrial Products | |
WAT | Waters Corp | 220,000 | 81,085.4 | 0% | 2.090 | 0% | 0.370 | -4.91% | -5.01% | 20,971.6 | Medical Diagnostics & Research | |
FTV | Fortive Corp | 1,070,000 | 78,302.6 | -32.92% | 2.020 | -0.82% | 0.310 | -3.90% | -4.33% | 24,335.6 | Hardware |
Champlain MidCap Fund's Historical Top Holdings Breakdowns
Champlain MidCap Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EG | Everest Group Ltd | 2025-03-31 | Reduce Reduce | -1.74% | 331.58 ($353.38) 373 | $336.78 | -4.70% | Reduce -57.5% | 170,000 | -230,000 | |
KEYS | Keysight Technologies Inc | 2025-03-31 | Sold Out Sold Out | -1.48% | 148.16 ($165.11) 185.11 | $164.34 | -0.47% | Sold Out | 0 | -440,000 | |
SJM | JM Smucker Co | 2025-03-31 | Sold Out Sold Out | -1.40% | 100.41 ($107.99) 118.41 | $95.63 | -11.45% | Sold Out | 0 | -610,000 | |
FAST | Fastenal Co | 2025-03-31 | Add Add | +1.16% | 35.56 ($37.48) 39.99 | $41.96 | 11.95% | Add 252.17% | 1,620,000 | 580,000 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.13% | 48.65 ($56.64) 66.04 | $53.40 | -5.72% | Sold Out | 0 | -810,000 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | New Buy New Buy | +1.08% | 406.29 ($434.21) 469.04 | $531.16 | 22.33% | New holding | 100,000 | 100,000 | |
OKTA | Okta Inc | 2025-03-31 | Reduce Reduce | -1.07% | 78.83 ($97.68) 116.72 | $98.43 | 0.77% | Reduce -43.19% | 855,000 | -650,000 | |
PEN | Penumbra Inc | 2025-03-31 | Reduce Reduce | -0.97% | 237.28 ($270.5) 303.76 | $256.43 | -5.20% | Reduce -43.33% | 255,000 | -195,000 | |
AJG | Arthur J. Gallagher & Co | 2025-03-31 | Sold Out Sold Out | -0.95% | 275.89 ($315.87) 345.24 | $317.73 | 0.59% | Sold Out | 0 | -160,000 | |
CFR | Cullen/Frost Bankers Inc | 2025-03-31 | Reduce Reduce | -0.93% | 119.87 ($134.35) 145.05 | $128.93 | -4.03% | Reduce -40.49% | 485,000 | -330,000 |
Champlain MidCap Fund Total Holding History ($B)
Champlain MidCap Fund's Asset Allocation
Champlain MidCap Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Champlain MidCap Fund's Hypothetical Growth since 2025-03-31
Champlain MidCap Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Champlain MidCap Fund's Holdings Heat Map
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Champlain MidCap Fund's Holdings Bubble Chart
Champlain MidCap Fund News
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