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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
-$424K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.26M
3
+$6.01M
4
EMN icon
Eastman Chemical
EMN
+$5.11M
5
ASML icon
ASML
ASML
+$5.06M

Top Sells

1
+$16.7M
2
+$11.9M
3
+$6.28M
4
UNH icon
UnitedHealth
UNH
+$5.7M
5
TOL icon
Toll Brothers
TOL
+$4.23M

Sector Composition

1 Financials 19.8%
2 Technology 17.47%
3 Industrials 16.71%
4 Communication Services 10.61%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,800
202
– –
-6,500
203
– –
-5,000
204
– –
-68,703
205
– –
-56,034
206
– –
-12,305
207
– –
-235,250
208
– –
-11,700
209
– –
-19,500
210
– –
-5,858
211
– –
-5,200
5 6 7 8
9