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CCM

Canal Capital Management Portfolio holdings

AUM $739M
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
+0.75%
1 Year Est. Return
+19.12%
3 Year Est. Return
+58.38%
5 Year Est. Return
+75.24%
10 Year Est. Return
+260.82%
AUM
$106M
AUM Growth
Cap. Flow
+$105M
Cap. Flow %
99.3%
Top 10 Hldgs %
55%
Holding
57
New
57
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 13.1%
2 Technology 4.6%
3 Materials 4.29%
4 Industrials 3.14%
5 Energy 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSK icon
1
FS KKR Capital
FSK
$3.06B
$8.02M 7.59%
+201,907
New +$8.36M
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$114B
$7.74M 7.33%
+374,320
New +$7.59M
EFA icon
3
iShares MSCI EAFE ETF
EFA
$76.5B
$6.22M 5.89%
+102,222
New +$6.38M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$6.17M 5.84%
+154,289
New +$6.35M
XLP icon
5
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$5.68M 5.38%
+117,117
New +$5.54M
USIG icon
6
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
$5.48M 5.19%
+98,084
New +$5.46M
OEF icon
7
iShares S&P 100 ETF
OEF
$20.1B
$5.29M 5.01%
+58,200
New +$5.21M
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$73.1B
$5.17M 4.89%
+185,204
New +$5.06M
AAXJ icon
9
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$4.44M 4.2%
+72,842
New +$4.47M
AMJ
10
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$3.9M 3.69%
+84,786
New +$4.15M
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$39.6B
$3.48M 3.3%
+43,031
New +$3.38M
PFF icon
12
iShares Preferred and Income Securities ETF
PFF
$13.3B
$3.13M 2.96%
+79,269
New +$3.13M
IVV icon
13
iShares Core S&P 500 ETF
IVV
$881B
$1.96M 1.86%
+9,486
New +$1.92M
MWV
14
DELISTED
MEADWESTVACO CORP
MWV
$1.91M 1.81%
+43,057
New +$1.86M
DD
15
DELISTED
Du Pont De Nemours E I
DD
$1.87M 1.77%
+26,651
New +$1.78M
AAPL icon
16
Apple
AAPL
$4.9T
$1.87M 1.77%
+67,652
New +$1.84M
EMB icon
17
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$1.77M 1.67%
+16,133
New +$1.82M
VEU icon
18
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$1.51M 1.43%
+32,177
New +$1.55M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.32M 1.25%
+8,821
New +$1.27M
JNJ icon
20
Johnson & Johnson
JNJ
$609B
$1.24M 1.17%
+11,875
New +$1.25M
MSFT icon
21
Microsoft
MSFT
$2.93T
$1.23M 1.16%
+26,439
New +$1.24M
CVX icon
22
Chevron
CVX
$373B
$1.18M 1.12%
+10,530
New +$1.2M
INTC icon
23
Intel
INTC
$478B
$1.17M 1.11%
+32,356
New +$1.13M
PFE icon
24
Pfizer
PFE
$143B
$1.16M 1.1%
+39,392
New +$1.13M
NOC icon
25
Northrop Grumman
NOC
$74.1B
$1.16M 1.1%
+7,876
New +$1.08M

Similar funds

Canal Capital Management's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for Canal Capital Management, which disclosed 57 positions worth $106M. Its ten largest holdings account for 55% of the portfolio.

Its largest position is FS KKR Capital: 201,907 shares worth $8.02M.

By sector, the portfolio is most concentrated in Financials at 13% of assets, followed by Technology and Materials.

  • Canal Capital Management's largest Q4 2014 buy was FS KKR Capital: 201,907 shares worth $8.02M.
  • Canal Capital Management's ten largest holdings make up 55% of its $106M portfolio in Q4 2014.
  • Canal Capital Management disclosed 57 positions in Q4 2014, its first 13F filing on record.

Based on Canal Capital Management's 13F filing for Q4 2014, filed 19 Feb 2016.