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
101
$2M 0.14%
+37,500
102
$1.97M 0.14%
24,800
-7,500
103
$1.94M 0.13%
+17,500
104
$1.94M 0.13%
144,900
+5,000
105
$1.89M 0.13%
55,000
+25,000
106
$1.86M 0.13%
76,600
107
$1.8M 0.13%
11,800
-2,730
108
$1.76M 0.12%
110,100
109
$1.67M 0.12%
14,495
110
$1.57M 0.11%
+1,750
111
$1.56M 0.11%
+11,500
112
$1.54M 0.11%
15,000
-2,500
113
$1.54M 0.11%
+112,500
114
$1.47M 0.1%
+2,750
115
$1.45M 0.1%
27,255
+13,350
116
$1.44M 0.1%
8,000
-3,500
117
$1.4M 0.1%
4,000
-1,000
118
$1.4M 0.1%
9,100
+1,400
119
$1.37M 0.1%
18,640
120
$1.37M 0.09%
+16,500
121
$1.36M 0.09%
25,855
+10,365
122
$1.36M 0.09%
+3,500
123
$1.33M 0.09%
5,000
-13,010
124
$1.31M 0.09%
+5,500
125
$1.3M 0.09%
17,535
3 4
5
6 7