CH
Canton Hathaway Portfolio holdings
AUM
$490M
1-Year Est. Return
23.11%
1 Year Est. Return
+23.11%
AUM
$495M
AUM Growth
+$94.7M
(+24%)
Holding
292
Top Buys
| 1 | +$22.4M | |
| 2 | +$6.5M | |
| 3 | +$2.85M | |
| 4 |
Broadcom
AVGO
|
+$2.51M |
| 5 |
NVIDIA
NVDA
|
+$2.5M |
Top Sells
| 1 | +$3.92M | |
| 2 | +$3.4M | |
| 3 | +$1.09M | |
| 4 |
PepsiCo
PEP
|
+$884K |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$808K |
Sector Composition
| 1 | Financials | 58.91% |
| 2 | Technology | 6.44% |
| 3 | Consumer Discretionary | 2.89% |
| 4 | Communication Services | 2.59% |
| 5 | Industrials | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Moderna
MRNA
$10.2B
| – | – |
-601
|
|
||
277
Marvell Technology
MRVL
$75.8B
| – | – |
-200
|
|
||
278
Nu Holdings
NU
$72.5B
| – | – |
-6,157
|
|
||
279
NexGen Energy
NXE
$5.23B
| – | – |
-29,300
|
|
||
280
Oneok
OKE
$42.9B
| – | – |
-400
|
|
||
281
Tetra Tech
TTEK
$8.59B
| – | – |
-645
|
|
||
282
United Rentals
URI
$63.1B
| – | – |
-29
|
|
||
283
Vertiv
VRT
$66.4B
| – | – |
-1,500
|
|
||
284
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$267M
| – | – |
-2,050
|
|
||
285
Materials Select Sector SPDR Fund
XLB
$5.43B
| – | – |
-40,353
|
|
||
286
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-28,483
|
|
||
287
International Paper
IP
$24.6B
| – | – |
-455
|
|