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
$1.32B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$21.1M
3
+$17.7M
4
CAE icon
CAE Inc
CAE
+$16.2M
5
NEM icon
Newmont
NEM
+$7.22M

Top Sells

1
+$18.8M
2
+$18.3M
3
+$17.4M
4
TD icon
Toronto Dominion Bank
TD
+$16.9M
5
TSM icon
TSMC
TSM
+$9.92M

Sector Composition

1 Financials 27.83%
2 Technology 13.36%
3 Healthcare 10.33%
4 Communication Services 9.62%
5 Industrials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7
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