CP

Cumberland Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 26.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$8.69M
3
+$5.87M
4
DE icon
Deere & Co
DE
+$4.95M
5
PGR icon
Progressive
PGR
+$4.87M

Top Sells

1
+$16.6M
2
+$14M
3
+$4.88M
4
HD icon
Home Depot
HD
+$4.69M
5
EMN icon
Eastman Chemical
EMN
+$4.17M

Sector Composition

1 Technology 22.87%
2 Financials 22.49%
3 Industrials 11.52%
4 Consumer Staples 9.61%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.25M 0.23%
14,025
77
$3.2M 0.22%
23,900
-5,500
78
$3.04M 0.21%
+10,405
79
$3M 0.21%
+15,500
80
$3M 0.21%
112,220
+241
81
$2.89M 0.2%
500
-50
82
$2.87M 0.2%
27,839
-152
83
$2.81M 0.19%
18,000
+15,000
84
$2.79M 0.19%
+22,518
85
$2.79M 0.19%
7,216
-99
86
$2.61M 0.18%
+29,168
87
$2.58M 0.18%
350
+200
88
$2.54M 0.18%
+5,250
89
$2.52M 0.17%
27,680
90
$2.48M 0.17%
+5,500
91
$2.44M 0.17%
44,231
-120
92
$2.38M 0.16%
6,750
-750
93
$2.33M 0.16%
+25,140
94
$2.3M 0.16%
34,686
+3,770
95
$2.3M 0.16%
20,801
+7,251
96
$2.3M 0.16%
+6,000
97
$2.19M 0.15%
+4,500
98
$2.18M 0.15%
16,350
+2,600
99
$2.17M 0.15%
8,800
-2,100
100
$2.11M 0.15%
2,750
-1,150
2 3
4
5 6