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CP

Cumberland Partners Portfolio holdings

AUM $1.32B
1-Year Est. Return 30.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$923M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$28.4M
3
+$23.8M
4
AIG icon
American International
AIG
+$20.3M
5
PARA
Paramount Global Class B
PARA
+$8.53M

Top Sells

1
+$28.4M
2
+$19.2M
3
+$18M
4
DSGX icon
Descartes Systems
DSGX
+$14.6M
5
MW
THE MENS WAREHOUSE INC
MW
+$10.4M

Sector Composition

1 Financials 37.23%
2 Energy 15.85%
3 Consumer Discretionary 10.9%
4 Technology 8.41%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-46,158,000
54
– –
-6,531
55
– –
-129,650
56
– –
-8,069
57
– –
-20,300
58
– –
-18,100
59
– –
-304,775
60
– –
-658,120
61
– –
-10,325
62
– –
-1,000
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3