CCM

Copeland Capital Management Portfolio holdings

AUM $4.86B
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$26.7M
3
+$22.2M
4
RS icon
Reliance Steel & Aluminium
RS
+$20.5M
5
CSL icon
Carlisle Companies
CSL
+$19.3M

Top Sells

1
+$40.4M
2
+$34.7M
3
+$20.5M
4
POWI icon
Power Integrations
POWI
+$16.9M
5
EXPO icon
Exponent
EXPO
+$15M

Sector Composition

1 Industrials 22%
2 Financials 13.94%
3 Consumer Discretionary 11.89%
4 Healthcare 11.74%
5 Technology 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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