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
$1.02B
AUM Growth
+$70M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$14.5M
3
+$13.9M
4
BCE icon
BCE
BCE
+$13.9M
5
BLK icon
Blackrock
BLK
+$10.1M

Top Sells

1
+$15.8M
2
+$12.3M
3
+$10.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.26M
5
INTU icon
Intuit
INTU
+$5.7M

Sector Composition

1 Financials 23.85%
2 Technology 17.32%
3 Industrials 13.69%
4 Communication Services 11.31%
5 Healthcare 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-66,689
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190
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198
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200
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4 5 6 7
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