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
$5.5B
AUM Growth
+$513M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$47M
3
+$34.1M
4
CNXC icon
Concentrix
CNXC
+$30.7M
5
IRMD icon
iRadimed
IRMD
+$18.4M

Top Sells

1
+$57.8M
2
+$47M
3
+$33.2M
4
NSP icon
Insperity
NSP
+$25.8M
5
BWXT icon
BWX Technologies
BWXT
+$19.7M

Sector Composition

1 Industrials 19.78%
2 Financials 14.58%
3 Healthcare 14.27%
4 Consumer Discretionary 12.78%
5 Technology 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
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