Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
17
5
20
1
3
1
22
13
25
COPELAND CAPITAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings149

Total Value ($x1000)1,290,125
Activities
New20

Increased55

Unchanged3

Decreased71

Sold Out15

Top 10 Stock Holdingstotal 20.31%
CHE2.47

ENSG2.28

POOL2.18

JCOM2

EHC2

 
STE1.93

CABO1.92

AQN1.91

CASY1.83

AWR1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CHE
2.47%
COM
ENSG
2.28%
COM
POOL
2.18%
COM
JCOM
2%
COM
EHC
2%
COM
STE
1.93%
SHS USD
CABO
1.92%
COM
AQN
1.91%
COM
CASY
1.83%
COM
AWR
1.79%
COM
KWR
1.73%
COM
BMI
1.65%
COM
POWI
1.62%
COM
CVGW
1.58%
COM
JJSF
1.55%
COM
EXPO
1.55%
COM
CCOI
1.55%
COM NEW
SNX
1.53%
COM
R
1.49%
COM
HCSG
1.46%
COM
EVR
1.44%
CLASS A
LFUS
1.44%
COM
RHP
1.42%
COM
KW
1.39%
COM
BWXT
1.36%
COM
CNS
1.35%
COM
CMD
1.31%
COM
USPH
1.29%
COM
CCMP
1.29%
COM
MORN
1.27%
COM
HOMB
1.19%
COM
CHD
1.17%
COM
FIX
1.06%
COM
ROIC
1.04%
COM
CORE
1.03%
COM
SMP
1.03%
COM
LOGM
1.01%
COM
MKTX
1%
COM
QTS
0.98%
COM CL A
WCN
0.98%
COM
MSI
0.91%
COM NEW
OZK
0.87%
COM
AGM
0.87%
CL C
AMSF
0.86%
COM
AMGP
0.83%
COM SHS REPSTG
FDS
0.82%
COM
AWK
0.82%
COM
BR
0.79%
COM
CWEN/A
0.76%
CL A
THO
0.76%
COM
NP
0.75%
COM
DGX
0.73%
COM
IWM
0.72%
RUSSELL 2000 ETF
MSCI
0.72%
COM
SCI
0.72%
COM
SXI
0.7%
COM
PETS
0.7%
COM
HRS
0.67%
COM
NDSN
0.66%
COM
DPZ
0.66%
COM
JKHY
0.65%
COM
V
0.65%
COM CL A
ROST
0.61%
COM
HEI
0.6%
COM
COG
0.59%
COM
OLED
0.57%
COM
INTU
0.57%
COM
AMT
0.56%
COM
AVGO
0.56%
COM
RMD
0.56%
COM
CWEN
0.53%
CL C
UNH
0.53%
COM
TSCO
0.52%
COM
COST
0.51%
COM
AMGN
0.5%
COM
MDT
0.49%
SHS
UNP
0.49%
COM
CMCSA
0.48%
CL A
BA
0.48%
COM
HD
0.48%
COM
ZTS
0.48%
CL A
WH
0.47%
COM
AAPL
0.47%
COM
DFS
0.46%
COM
SBUX
0.46%
COM
LMT
0.45%
COM
PB
0.45%
COM
JPM
0.43%
COM
HRL
0.43%
COM
EXPE
0.43%
COM NEW
ARE
0.41%
COM
EQIX
0.41%
COM PAR $0.001
PSXP
0.41%
COM UNIT REP INT
BLK
0.4%
COM
CGNX
0.39%
COM
SNA
0.38%
COM
AMP
0.38%
COM
ADT
0.37%
COM
FAF
0.37%
COM
TTC
0.36%
COM
COR
0.36%
COM
IFF
0.35%
COM
MSFT
0.32%
COM
PRGO
0.29%
SHS
MKC
0.27%
COM NON VTG
PAYX
0.27%
COM
ECL
0.27%
COM
KAR
0.26%
COM
ALL
0.26%
COM
TXN
0.24%
COM
NEE
0.24%
COM
FBHS
0.22%
COM
STI
0.22%
COM
OKE
0.22%
COM
PSX
0.21%
COM
TJX
0.16%
COM
APD
0.14%
COM
ADP
0.09%
COM
SHW
0.08%
COM
NVO
0.04%
ADR
UNICHARM...
0.04%
COM
SMITH & ...
0.04%
COM
CLP HOLD...
0.04%
COM
DANONE S...
0.03%
COM
BCE INC...
0.03%
COM
NOVARTIS...
0.03%
COM
SANOFI...
0.03%
COM
HEINEKEN...
0.03%
COM
NESTLE S...
0.03%
COM
FORTIS I...
0.03%
COM
PM
0.03%
COM
JNJ
0.03%
COM
PFE
0.03%
COM
ABBV
0.03%
COM
TERUMO C...
0.03%
COM
CK INFRA...
0.03%
COM
XOM
0.03%
COM
MMM
0.02%
COM
ASTELLAS...
0.02%
COM
XLNX
0.02%
COM
GE
0.02%
COM
MCD
0.02%
COM
DEUTSCHE...
0.02%
COM
WHG
0.02%
COM
GN STORE...
0.02%
COM
PERNOD R...
0.02%
COM
RED ELEC...
0.02%
COM
SHISEIDO...
0.02%
COM
CHINA MO...
0.02%
COM
LAD
0.73%
CL A
NEU
0.65%
COM
ROK
0.42%
COM
CCI
0.39%
COM
DG
0.38%
COM
LEA
0.21%
COM NEW
TECHTRON...
0.02%
COM
NITTO DE...
0.02%
COM
CTS EVEN...
0.02%
COM
JULIUS B...
0.02%
COM
PLASTIC ...
0.02%
COM
TOROMONT...
0.02%
COM
KAMIGUMI...
0.02%
COM
VIDRALA ...
0.02%
COM
PX
0.01%
COM