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
$4.65B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$36.5M
3
+$21.4M
4
KFRC icon
Kforce
KFRC
+$17.8M
5
NEE icon
NextEra Energy
NEE
+$12.2M

Top Sells

1
+$40.9M
2
+$18.6M
3
+$17.6M
4
ALSN icon
Allison Transmission
ALSN
+$16.7M
5
IPAR icon
Interparfums
IPAR
+$14.8M

Sector Composition

1 Industrials 18.22%
2 Financials 14.11%
3 Healthcare 13.66%
4 Consumer Discretionary 11.6%
5 Technology 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
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