CP

Cumberland Partners Ltd

13F
Cumberland Partners Ltd
Last update 2024-11-06 178 Stocks (30 new)
Value $1.44 Bil Turnover 10 %
Countries:
Top Holdings: MSFT(5.33%)META(4.49%)WMT(4.30%)ETN(3.83%)RY(3.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cumberland Partners Ltd Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
178,339
76739.280
+0.25%
5.330
+0.01%
0.000
+5.12%
+12.98%
3141534.523
Software
META 		Meta Platforms Inc
113,023
64698.880
-5.65%
4.490
-0.25%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
WMT 		Walmart Inc
767,827
62002.030
+16.66%
4.300
+0.61%
0.010
+25.73%
+63.00%
681884.847
Retail - Defensive
ETN 		Eaton Corp PLC
166,357
55137.360
-4.20%
3.830
-0.17%
0.040
+27.91%
+54.14%
144907.984
Industrial Products
RY 		Royal Bank of Canada
408,530
51039.500
+1.26%
3.540
+0.04%
0.030
+14.64%
+27.00%
175467.309
Banks
SPGI 		S&P Global Inc
98,160
50711.430
-0.83%
3.520
-0.03%
0.030
+3.40%
+14.83%
156025.046
Capital Markets
GOOG 		Alphabet Inc
276,031
46149.620
-0.18%
3.200
-0.01%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
COST 		Costco Wholesale Corp
47,732
42315.380
-2.45%
2.940
-0.07%
0.010
+12.58%
+43.82%
418172.804
Retail - Defensive
V 		Visa Inc
151,902
41765.450
-1.77%
2.900
-0.05%
0.010
+18.73%
+18.93%
597786.897
Credit Services
CP 		Canadian Pacific Kansas City Ltd
433,902
37145.230
-1.13%
2.580
-0.03%
0.050
-0.81%
-1.37%
72711.671
Transportation

Cumberland Partners Ltd's Historical Top Holdings Breakdowns

Cumberland Partners Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVO 		Novo Nordisk AS2024-09-30Sold Out
-1.55%
●
119.07 ($133.36) 145.42
$107.20
-19.62%
Sold Out
0
-149,653
TRI 		Thomson Reuters Corp2024-09-30Reduce
-1.19%
●
154.77 ($166.19) 173.76
$168.23
1.23%
Reduce -45.78%
115,580
-97,592
NVDA 		NVIDIA Corp2024-09-30Add
+0.98%
●
98.91 ($118.12) 134.91
$147.63
24.98%
Add 817.58%
130,755
116,505
ADI 		Analog Devices Inc2024-09-30Reduce
-0.97%
●
200.56 ($225.31) 243.33
$225.80
0.22%
Reduce -71.59%
23,024
-58,018
LLY 		Eli Lilly and Co2024-09-30Add
+0.86%
●
772.14 ($899.05) 960.02
$831.54
-7.51%
Add 173.36%
21,984
13,942
SCHW 		Charles Schwab Corp2024-09-30Sold Out
-0.84%
●
61.74 ($65.69) 76.08
$73.90
12.50%
Sold Out
0
-156,898
NDAQ 		Nasdaq Inc2024-09-30New Buy
+0.72%
●
59.48 ($68.26) 74.29
$78.72
15.32%
New holding
142,444
142,444
WMT 		Walmart Inc2024-09-30Add
+0.61%
●
66.91 ($73.44) 81.4
$84.83
15.51%
Add 16.66%
767,827
109,665
TMO 		Thermo Fisher Scientific Inc2024-09-30Reduce
-0.59%
●
531.86 ($591.96) 624.21
$551.74
-6.79%
Reduce -29.57%
34,768
-14,600
STN 		Stantec Inc2024-09-30Add
+0.57%
●
76.91 ($82.7) 87.99
$80.64
-2.49%
Add 1013.65%
112,200
102,125

Cumberland Partners Ltd Total Holding History ($B)

To

Cumberland Partners Ltd's Asset Allocation

To

Cumberland Partners Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cumberland Partners Ltd's Hypothetical Growth since 2024-09-30

Cumberland Partners Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Cumberland Partners Ltd's Holdings Heat Map

Size field:

Cumberland Partners Ltd's Holdings Bubble Chart

Cumberland Partners Ltd News

  • 1

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