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
126
-13,188