CCM

Canal Capital Management Portfolio holdings

AUM $634M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.62M
3
+$2.26M
4
SHOP icon
Shopify
SHOP
+$2.04M
5
AVGO icon
Broadcom
AVGO
+$2.02M

Top Sells

1
+$3.58M
2
+$2.99M
3
+$2.16M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Industrials 19.37%
2 Technology 12.31%
3 Financials 9.86%
4 Healthcare 7.11%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.22%
28,962
+3,490
27
$2.76M 1.21%
37,640
+5,360
28
$2.67M 1.17%
18,955
+2,087
29
$2.62M 1.15%
+30,463
30
$2.62M 1.15%
13,277
-924
31
$2.51M 1.1%
12,468
+11,248
32
$2.45M 1.07%
6,392
+1,059
33
$2.24M 0.98%
8,077
+1,215
34
$2.24M 0.98%
7,609
-147
35
$2.22M 0.97%
24,165
+10,954
36
$2.21M 0.97%
38,175
+783
37
$2.05M 0.9%
10,269
+1,531
38
$2.04M 0.89%
+19,900
39
$2.02M 0.88%
+55,390
40
$1.97M 0.86%
+8,102
41
$1.93M 0.85%
7,373
+26
42
$1.93M 0.84%
+68,897
43
$1.92M 0.84%
3,905
+2,055
44
$1.88M 0.82%
107,468
+57,636
45
$1.87M 0.82%
3,745
+38
46
$1.83M 0.8%
+14,253
47
$1.78M 0.78%
22,884
-3,099
48
$1.74M 0.76%
5,332
+915
49
$1.68M 0.73%
41,014
+12,948
50
$1.61M 0.71%
44,066
+9,874
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