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
$836M
AUM Growth
-$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$1.26M
3
+$1.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$3.37M
2
+$2.37M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.38M
5
KBWI
POWERSHARES KBW INS PORT
KBWI
+$929K

Sector Composition

1 Financials 18.66%
2 Industrials 16.32%
3 Healthcare 13.77%
4 Technology 12.99%
5 Energy 12.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.18%
8,635
+320
52
$1.4M 0.17%
16,258
+758
53
$1.39M 0.17%
24,503
+285
54
$1.37M 0.16%
14,615
55
$1.3M 0.16%
7,144
-1
56
$1.26M 0.15%
+26,650
57
$1.25M 0.15%
12,534
+2,615
58
$1.25M 0.15%
26,744
+6,272
59
$1.24M 0.15%
52,710
+17,749
60
$1.23M 0.15%
71,250
+14,785
61
$1.23M 0.15%
23,400
+8,887
62
$1.22M 0.15%
+13,490
63
$1.21M 0.15%
46,300
+24,010
64
$1.2M 0.14%
1,209
-533
65
$1.19M 0.14%
28,600
+6,992
66
$1.12M 0.13%
19,874
67
$1.08M 0.13%
1,703
68
$1.02M 0.12%
20,790
+1,747
69
$1.02M 0.12%
8,650
-513
70
$1.01M 0.12%
8,529
+279
71
$984K 0.12%
25,300
+3,618
72
$978K 0.12%
12,110
73
$947K 0.11%
12,977
+60
74
$938K 0.11%
12,258
+64
75
$929K 0.11%
10,140
1 2
3
4 5