|
⚲
|
| Coho Partners Ltd
✚
|
|
|---|---|
| CRD # | 111335 |
| SEC # | 801-60111 |
| CIK # | 0001350585 |
| AUM | $6.2 BB (2023-03-28) |
| Employees | 33 (27% Investors, 0% Brokers) |
| Phone | 484-318-7575 |
| Address | 300 Berwyn Park Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MCHP | 33.0 | 0.3 | |
| SYY | 43.3 | 0.3 | |
| LOW | 111.7 | 0.3 | |
| GWW | 23.0 | 0.3 | |
| ROST | 25.5 | 0.3 | |
| ABC | 30.0 | 0.2 | |
| UPS | 157.2 | 0.2 | |
| UNH | 477.0 | 0.2 | |
| MDLZ | 85.4 | 0.2 | |
| DG | 55.3 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 992 | 1.1 |
| (b) Individuals (high net worth individuals) | 120 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.6 |
| (g) Pension and profit sharing plans | 15 | 0.4 |
| (h) Charitable organizations | 84 | 0.6 |
| (i) State or municipal government entities | 11 | 0.7 |
| (j) Other investment advisers | 5 | 0.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 60 | 0.7 |
| (n) Other | 32 | 0.2 |
| Total | 1,323 | 6.2 |
| By Discretionary | ||
| Discretionary | 1,323 | 6.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,323 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 5.0 | |
| Total | 1,323 | 6.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001350585] |
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|---|---|---|
|
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✚
|
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|
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MD | 6.0 |
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CA | 6.0 |