CP

Cumberland Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 26.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.4M
3
+$6.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$5.49M
5
ETN icon
Eaton
ETN
+$4.44M

Top Sells

1
+$14.7M
2
+$10.1M
3
+$5.67M
4
BLK icon
Blackrock
BLK
+$5.32M
5
ADI icon
Analog Devices
ADI
+$5.3M

Sector Composition

1 Financials 21.7%
2 Technology 19.42%
3 Industrials 15.17%
4 Communication Services 10.59%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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