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
$1.95B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$22.9M
3 +$22.9M
4
BR icon
Broadridge
BR
+$21.7M
5
DFS
Discover Financial Services
DFS
+$19.6M

Top Sells

1 +$20.9M
2 +$17.7M
3 +$15.2M
4
VFC icon
VF Corp
VFC
+$13.3M
5
BLK icon
Blackrock
BLK
+$13.3M

Sector Composition

1 Industrials 17.39%
2 Consumer Discretionary 14.13%
3 Healthcare 13.04%
4 Financials 12.18%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-17,656
152
-5,385
153
-61,723
154
-1,270
155
-7,166
156
-15,636