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
$1.04B
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.93M
3
+$4.96M
4
AAPL icon
Apple
AAPL
+$4.68M
5
STAG icon
STAG Industrial
STAG
+$4.57M

Top Sells

1
+$10M
2
+$8.99M
3
+$7.4M
4
HD icon
Home Depot
HD
+$6.51M
5
QCOM icon
Qualcomm
QCOM
+$4.71M

Sector Composition

1 Financials 20.87%
2 Technology 17.68%
3 Industrials 15.68%
4 Communication Services 11.78%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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