Cumberland Partners LTD Portfolio Holdings

Cumberland Partners LTD

  • $1.33 Billion
  • Q3 2024

Cumberland Partners LTD has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $76.7M, Meta Platforms, Inc. with a value of $64.7M, Walmart Inc. with a value of $62M, Eaton Corp PLC with a value of $55.1M, and Royal Bank Of Canada with a value of $51M.

Examining the 13F form we can see an increase of $73.8M in the current position value, from $1.26B to 1.33B.

Cumberland Partners LTD is based out at Toronto, A6

Below you can find more details about Cumberland Partners LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Billion
Financial Services: $307 Million
Technology: $246 Million
Industrials: $180 Million
Healthcare: $140 Million
Communication Services: $138 Million
Consumer Defensive: $116 Million
Consumer Cyclical: $110 Million
Energy: $32 Million
Other: $61.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$76.7 Million 5.76% of portfolio
178,339
Q3 2024 Added 0.25%
$1.37T
$64.7 Million 4.86% of portfolio
113,023
Q3 2024 Reduced 5.65%
$252B
$62 Million 4.66% of portfolio
767,827
Q3 2024 Added 16.66%
$1.2T
$46.1 Million 3.47% of portfolio
276,031
Q3 2024 Reduced 0.18%
$424B
$42.3 Million 3.18% of portfolio
47,732
Q3 2024 Reduced 2.45%
$524B
$41.8 Million 3.14% of portfolio
151,902
Q3 2024 Reduced 1.77%
$473B
$35.7 Million 2.68% of portfolio
60,974
Q3 2024 Added 18.96%
$4.15T
$35.5 Million 2.67% of portfolio
152,558
Q3 2024 Reduced 0.43%
$2.33T
$34.1 Million 2.56% of portfolio
182,888
Q3 2024 Added 1.36%
$406B
$31.4 Million 2.36% of portfolio
77,374
Q3 2024 Reduced 4.78%
$511B
$30.4 Million 2.28% of portfolio
61,549
Q3 2024 Added 0.91%
$207B
$21.5 Million 1.62% of portfolio
34,768
Q3 2024 Reduced 29.57%
$756B
$19.5 Million 1.46% of portfolio
21,984
Q3 2024 Added 173.36%
$1.17T
$19.1 Million 1.43% of portfolio
114,996
Q3 2024 Reduced 12.82%
$349B
$15.9 Million 1.19% of portfolio
130,755
Q3 2024 Added 817.58%
$1.07T
$8.49 Million 0.64% of portfolio
48,892
Q3 2024 Added 3.69%
$286B
$4.61 Million 0.35% of portfolio
5,532
Q3 2024 Reduced 40.91%
$597B
$4.31 Million 0.32% of portfolio
9,367
Q3 2024 Reduced 1.04%
$415B
$4.1 Million 0.31% of portfolio
5,780
Q3 2024 Added 59.67%
$344B
$3.86 Million 0.29% of portfolio
14,100
Q3 2024 Reduced 6.62%
$211B
$3.07 Million 0.23% of portfolio
18,055
Q3 2024 Added 15.0%
$228B
$2.85 Million 0.21% of portfolio
8,065
Q3 2024 Reduced 69.98%
$381B
$2.5 Million 0.19% of portfolio
15,450
Q3 2024 Added 117.61%
$203B
$2.11 Million 0.16% of portfolio
500
Q3 2024 Added 25.0%
$356B
$2.18 Million 0.16% of portfolio
54,985
Q3 2024 Reduced 4.56%
$201B
$1.64 Million 0.12% of portfolio
7,430
Q3 2024 Added 16.09%
$227B
$1.49 Million 0.11% of portfolio
5,500
Q3 2024 Added 175.0%
$246B
$1.4 Million 0.11% of portfolio
26,300
Q3 2024 Reduced 40.9%
$208B
$1.42 Million 0.11% of portfolio
2,748
Q3 2024 Added 1.1%
$462B
$1.38 Million 0.1% of portfolio
8,100
Q3 2024 New
$204B
$1.17 Million 0.09% of portfolio
7,150
Q3 2024 New
$205B
$342,000 0.03% of portfolio
4,398
Q3 2024 Added 5.59%
$711B
$358,000 0.03% of portfolio
1,700
Q3 2024 Reduced 10.76%
$1.46T
$237,000 0.02% of portfolio
909
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $1.33 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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