CCM

Copeland Capital Management Portfolio holdings

AUM $4.48B
1-Year Est. Return 7.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$18.1M
3
+$17.5M
4
SSTK icon
Shutterstock
SSTK
+$16M
5
SNDR icon
Schneider National
SNDR
+$12.2M

Top Sells

1
+$36.2M
2
+$24.9M
3
+$22.4M
4
CHRD icon
Chord Energy
CHRD
+$19.7M
5
ARIS
Aris Water Solutions
ARIS
+$18.3M

Sector Composition

1 Industrials 18.83%
2 Financials 14.97%
3 Healthcare 13.11%
4 Consumer Discretionary 11.93%
5 Technology 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.36K ﹤0.01%
+197
252
$898 ﹤0.01%
41
-1,181,658
253
$225 ﹤0.01%
1
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