CS

Cannell & Spears Portfolio holdings

AUM $4.95B
1-Year Est. Return 21.47%
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.3M
3 +$9.86M
4
DPZ icon
Domino's
DPZ
+$7.8M
5
ADSK icon
Autodesk
ADSK
+$5.27M

Top Sells

1 +$32M
2 +$21.2M
3 +$15.6M
4
VMW
VMware, Inc
VMW
+$13M
5
FI icon
Fiserv
FI
+$8.69M

Sector Composition

1 Technology 30.11%
2 Financials 18.94%
3 Healthcare 12.87%
4 Communication Services 11.5%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,366
227
-1,875
228
-535
229
-1,965
230
-4,170