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
$994M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.3M
3 +$11.3M
4
HON icon
Honeywell
HON
+$8.44M
5
NKE icon
Nike
NKE
+$8.39M

Top Sells

1 +$27.8M
2 +$24.4M
3 +$11.3M
4
EHC icon
Encompass Health
EHC
+$10.4M
5
COF icon
Capital One
COF
+$7.43M

Sector Composition

1 Financials 33.72%
2 Energy 12.36%
3 Communication Services 9.35%
4 Healthcare 9.21%
5 Technology 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000
177
-8,320
178
-9,281
179
-24,350
180
-2,263
181
-6,000