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
$5.34B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$36.9M
3
+$21M
4
CHX
ChampionX
CHX
+$19M
5
AESI icon
Atlas Energy Solutions
AESI
+$17.8M

Top Sells

1
+$69.2M
2
+$31.5M
3
+$28.2M
4
GL icon
Globe Life
GL
+$24.3M
5
CASY icon
Casey's General Stores
CASY
+$23.2M

Sector Composition

1 Industrials 20.4%
2 Technology 14.36%
3 Healthcare 13.42%
4 Financials 12.38%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
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