CANC

Culbertson A N & Co Portfolio holdings

AUM $707M
1-Year Est. Return 21.05%
This Quarter Est. Return
1 Year Est. Return
+21.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$477K
2 +$391K
3 +$353K
4
EMC
EMC CORPORATION
EMC
+$161K
5
JNJ icon
Johnson & Johnson
JNJ
+$138K

Top Sells

1 +$347K
2 +$160K
3 +$117K
4
IBM icon
IBM
IBM
+$111K
5
ZBH icon
Zimmer Biomet
ZBH
+$88.3K

Sector Composition

1 Technology 16.59%
2 Financials 14.94%
3 Industrials 14.16%
4 Healthcare 12.26%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$235K 0.11%
5,678
+160
77
$3K ﹤0.01%
33,000