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Home > Institutional Investor > Cumberland Partners Ltd > Profile

Instuitional Investor - Cumberland Partners Ltd

Fund Profile
Filing Period:
Fund Name: Cumberland Partners Ltd
Portfolio Value $1,092,713,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 174,701 $56,842,063 5.2%
2.
Eaton Corp Plc
 ETN 195,019 $42,262,875 3.86%
3.
Meta Platforms Inc.
 META 122,900 $37,336,559 3.41%
4.
Alphabet Inc.
 GOOG 277,378 $36,572,290 3.34%
5.
Unitedhealth Group Inc
 UNH 71,607 $36,483,742 3.33%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)