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
$176M
AUM Growth
-$3.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.43M
3
+$1.17M
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$1M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$827K

Top Sells

1
+$2.9M
2
+$2.83M
3
+$1.5M
4
CVS icon
CVS Health
CVS
+$1.3M
5
CTSH icon
Cognizant
CTSH
+$1M

Sector Composition

1 Industrials 12.85%
2 Financials 11.27%
3 Technology 7%
4 Consumer Discretionary 6.76%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,292
127
– –
-12,844
2 3 4 5
6