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
$108M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.09M
3
+$996K
4
WFC icon
Wells Fargo
WFC
+$973K
5
VZ icon
Verizon
VZ
+$968K

Top Sells

1
+$2.35M
2
+$314K
3
+$277K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$263K
5
UNP icon
Union Pacific
UNP
+$253K

Sector Composition

1 Financials 10.63%
2 Consumer Staples 5.41%
3 Technology 5.14%
4 Healthcare 4.29%
5 Energy 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,861
77
– –
-20,943
1 2 3
4