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
$1.09B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$29.8M
2 +$12.7M
3 +$7.47M
4
WCN icon
Waste Connections
WCN
+$6.48M
5
DECK icon
Deckers Outdoor
DECK
+$5.04M

Top Sells

1 +$16.6M
2 +$16.3M
3 +$8.67M
4
QCOM icon
Qualcomm
QCOM
+$8.64M
5
CP icon
Canadian Pacific Kansas City
CP
+$6.65M

Sector Composition

1 Financials 20.78%
2 Technology 18.24%
3 Industrials 15.91%
4 Communication Services 10.49%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-29,900
177
-6,750
178
-6,607
179
-32,042
180
-11,000
181
-1,500
182
-40,690