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
$795M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$9.55M
3 +$6.71M
4
GS icon
Goldman Sachs
GS
+$571K
5
BMY icon
Bristol-Myers Squibb
BMY
+$508K

Top Sells

1 +$11.7M
2 +$9.16M
3 +$5M
4
CIT
CIT Group Inc.
CIT
+$3.96M
5
AAPL icon
Apple
AAPL
+$3.84M

Sector Composition

1 Financials 25.93%
2 Healthcare 20.54%
3 Technology 14.4%
4 Industrials 13.46%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$153K 0.02%
12,786
127
$59K 0.01%
10,575
128
-16,200
129
-2,100
130
-22,630
131
-45,669
132
-3,169
133
-10,697
134
-3,307
135
-6,056
136
-10,300