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
$178M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$2.6M
3
+$2.32M
4
MO icon
Altria Group
MO
+$2.23M
5
SCHW icon
Charles Schwab
SCHW
+$2.15M

Top Sells

1
+$3.75M
2
+$2.36M
3
+$2.35M
4
CMI icon
Cummins
CMI
+$2.2M
5
LYB icon
LyondellBasell Industries
LYB
+$1.77M

Sector Composition

1 Industrials 16.18%
2 Financials 11.4%
3 Technology 9.25%
4 Consumer Discretionary 7.76%
5 Healthcare 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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114
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115
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123
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124
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125
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-12,946
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5