CP
Cumberland Partners Portfolio holdings
AUM
$1.44B
1-Year Return
24.43%
This Quarter Return
-1.66%
1 Year Return
+24.43%
3 Year Return
+89.26%
5 Year Return
+168.37%
10 Year Return
+293.01%
AUM
$1.32B
AUM Growth
-$100M
(-7%)
Cap. Flow
-$30.6M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
35.28%
Holding
202
New
29
Increased
59
Reduced
75
Closed
27
Top Buys
| 1 |
Linde
LIN
|
$21.2M |
| 2 |
Bank of Montreal
BMO
|
$21.1M |
| 3 |
Rogers Communications
RCI
|
$17.7M |
| 4 |
CAE Inc
CAE
|
$16.2M |
| 5 |
Newmont
NEM
|
$7.22M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$18.8M |
| 2 |
Constellation Brands
STZ
|
$18.3M |
| 3 |
Honeywell
HON
|
$17.4M |
| 4 |
Toronto Dominion Bank
TD
|
$16.9M |
| 5 |
TSMC
TSM
|
$9.92M |
Sector Composition
| 1 | Financials | 27.83% |
| 2 | Technology | 13.36% |
| 3 | Healthcare | 10.33% |
| 4 | Communication Services | 9.62% |
| 5 | Industrials | 8.54% |