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
$821M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$7.01M
2 +$1.51M
3 +$1.29M
4
PEP icon
PepsiCo
PEP
+$1.26M
5
FMC icon
FMC
FMC
+$1.14M

Top Sells

1 +$10.5M
2 +$6.48M
3 +$5.61M
4
BHF icon
Brighthouse Financial
BHF
+$2.37M
5
AGN
Allergan plc
AGN
+$1.39M

Sector Composition

1 Financials 25.82%
2 Healthcare 18.07%
3 Technology 15.06%
4 Consumer Discretionary 12.11%
5 Communication Services 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$145K 0.02%
18,724
177
$106K 0.01%
+10,000
178
$44K 0.01%
10,575
179
$36K ﹤0.01%
+604
180
$31K ﹤0.01%
+10,000
181
-38,951
182
-1,513
183
-21,210