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
$1.43B
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$6.13M
3
+$5.82M
4
CDNS icon
Cadence Design Systems
CDNS
+$5.67M
5
ETN icon
Eaton
ETN
+$4.2M

Top Sells

1
+$13.1M
2
+$10.1M
3
+$5.37M
4
ADI icon
Analog Devices
ADI
+$5.3M
5
AVY icon
Avery Dennison
AVY
+$5.2M

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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