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
$805M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$646K
3 +$590K
4
CSX icon
CSX Corp
CSX
+$558K
5
DIN icon
Dine Brands
DIN
+$527K

Top Sells

1 +$3.18M
2 +$2.17M
3 +$2.03M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M
5
AIG icon
American International
AIG
+$1.68M

Sector Composition

1 Financials 25.5%
2 Healthcare 18.94%
3 Technology 16.09%
4 Industrials 13.05%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,968
152
-20,198