CP

Cumberland Partners Portfolio holdings

AUM $1.44B
1-Year Est. Return 24.43%
This Quarter Est. Return
1 Year Est. Return
+24.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$20.9M
3 +$14.2M
4
TD icon
Toronto Dominion Bank
TD
+$14.1M
5
EAT icon
Brinker International
EAT
+$13.6M

Top Sells

1 +$32.8M
2 +$24.5M
3 +$22.7M
4
POT
Potash Corp Of Saskatchewan
POT
+$22.4M
5
IBM icon
IBM
IBM
+$18.1M

Sector Composition

1 Financials 35.21%
2 Energy 18.34%
3 Technology 14.8%
4 Consumer Discretionary 11.13%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-588,402
77
-6,400
78
-526,740