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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
$1.27B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.32M
3
+$8.37M
4
SU icon
Suncor Energy
SU
+$6.97M
5
AXTA icon
Axalta
AXTA
+$6.77M

Top Sells

1
+$22.7M
2
+$9.47M
3
+$6.51M
4
NOC icon
Northrop Grumman
NOC
+$5.61M
5
WAB icon
Wabtec
WAB
+$4.64M

Sector Composition

1 Financials 26.35%
2 Technology 13.23%
3 Communication Services 10.97%
4 Healthcare 10.28%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.01%
1,142
177
$46K ﹤0.01%
+704
178
$30K ﹤0.01%
+500
179
– –
-95,706
180
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-8,841
181
– –
-570
182
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-12,125
183
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-44,202
184
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185
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186
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188
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189
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190
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-14,000
191
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-7,000
192
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195
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-145,450
4 5 6 7
8