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
in Stake 		Capital Flow
176
$33.3K ﹤0.01%
4,454
+56
177
$33.2K ﹤0.01%
3,438
+42
178
$33.1K ﹤0.01%
1,378
+21
179
$32.9K ﹤0.01%
948
+15
180
$32.5K ﹤0.01%
2,880
+28
181
$32.5K ﹤0.01%
1,987
-542
182
$31.3K ﹤0.01%
659
+8
183
$31.3K ﹤0.01%
331
+2
184
$31K ﹤0.01%
2,704
+34
185
$30.6K ﹤0.01%
3,636
+1,182
186
$29.8K ﹤0.01%
513
+6
187
$29.7K ﹤0.01%
170
+2
188
$29.5K ﹤0.01%
1,743
+26
189
$29.4K ﹤0.01%
278
+3
190
$29.3K ﹤0.01%
608
+9
191
$29.2K ﹤0.01%
1,299
+16
192
$28.9K ﹤0.01%
1,981
+20
193
$28.5K ﹤0.01%
2,595
+38
194
$28.3K ﹤0.01%
550
+9
195
$27.9K ﹤0.01%
639
+9
196
$27.9K ﹤0.01%
2,037
+31
197
$27.8K ﹤0.01%
1,144
+11
198
$27.7K ﹤0.01%
1,419
+14
199
$27.5K ﹤0.01%
2,070
+19
200
$27.3K ﹤0.01%
868
+12
6 7
8
9 10