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
$1.2B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$12.9M
3 +$12.9M
4
GM icon
General Motors
GM
+$8.39M
5
DBX icon
Dropbox
DBX
+$6.67M

Top Sells

1 +$22.2M
2 +$5.77M
3 +$4.47M
4
ORLY icon
O'Reilly Automotive
ORLY
+$2.31M
5
PYPL icon
PayPal
PYPL
+$2.11M

Sector Composition

1 Technology 23.24%
2 Financials 17.87%
3 Consumer Discretionary 16.6%
4 Healthcare 15.13%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,695
252
-3,110
253
-10,000
254
-104,186