We are live on ! Find out more
CP

Cumberland Partners Portfolio holdings

AUM $1.32B
1-Year Est. Return 30.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$26.6M
3
+$17M
4
TFII icon
TFI International
TFII
+$16.7M
5
ORLY icon
O'Reilly Automotive
ORLY
+$13M

Top Sells

1
+$12.6M
2
+$10.9M
3
+$9.5M
4
AON icon
Aon
AON
+$7.75M
5
META icon
Meta Platforms (Facebook)
META
+$6.89M

Sector Composition

1 Financials 19.04%
2 Industrials 17.73%
3 Technology 16.21%
4 Communication Services 10.63%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-14,501
202
– –
-24,825
203
– –
-2,700
204
– –
-12,704
205
– –
-2,750
206
– –
-17,500
207
– –
-2,500
208
– –
-2,000
209
– –
-3,500
210
– –
-14,658
211
– –
-60,421
212
– –
-11,250
213
– –
-934
214
– –
-1,635
215
– –
-1,000
216
– –
-69,070
217
– –
-5,000
218
– –
-27,500
219
– –
-40,860
5 6 7 8
9