CP

Cumberland Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 24.39%
This Quarter Est. Return
1 Year Est. Return
+24.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$16.8M
3
+$16.6M
4
SIVB
SVB Financial Group
SIVB
+$16.1M
5
SPGI icon
S&P Global
SPGI
+$14.1M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$12.2M
4
SJR
Shaw Communications Inc.
SJR
+$6.6M
5
CCK icon
Crown Holdings
CCK
+$6.17M

Sector Composition

1 Financials 27.2%
2 Technology 14.82%
3 Healthcare 10%
4 Communication Services 9.95%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
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