CNBT

Canandaigua National Bank & Trust Portfolio holdings

AUM $1.14B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$791K
3
+$410K
4
LFUS icon
Littelfuse
LFUS
+$363K
5
AAPL icon
Apple
AAPL
+$358K

Top Sells

1
+$24.6M
2
+$15.1M
3
+$12.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$9.86M

Sector Composition

1 Technology 16.81%
2 Financials 15.18%
3 Healthcare 14.28%
4 Industrials 13.29%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
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