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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Cumberland Partners LTD Portfolio

Follow Cumberland Partners LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Partners LTD, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Partners LTD with notifications on news.