CP
Cumberland Partners Portfolio holdings
AUM
$1.44B
1-Year Est. Return
24.43%
1 Year Est. Return
+24.43%
AUM
$1.44B
AUM Growth
+$145M
(+11%)
Holding
203
Top Buys
| 1 | +$20.1M | |
| 2 | +$10.9M | |
| 3 | +$6.89M | |
| 4 |
Deere & Co
DE
|
+$5.14M |
| 5 |
Expedia Group
EXPE
|
+$4.91M |
Top Sells
| 1 | +$17.8M | |
| 2 | +$13.6M | |
| 3 | +$4.97M | |
| 4 |
Home Depot
HD
|
+$4.75M |
| 5 |
Applied Materials
AMAT
|
+$4.47M |
Sector Composition
| 1 | Technology | 22.87% |
| 2 | Financials | 22.49% |
| 3 | Industrials | 11.52% |
| 4 | Consumer Staples | 9.61% |
| 5 | Consumer Discretionary | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
United Therapeutics
UTHR
$19.1B
| – | – |
-3,500
|
|
||
202
Energy Select Sector SPDR Fund
XLE
$26B
| – | – |
-29,781
|
|
||
203
Corpay
CPAY
$20.3B
| – | – |
-3,000
|
|