CANC

Culbertson A N & Co Portfolio holdings

AUM $651M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$990K
2 +$699K
3 +$660K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$390K
5
VSM
Versum Materials, Inc.
VSM
+$346K

Top Sells

1 +$527K
2 +$388K
3 +$314K
4
MMM icon
3M
MMM
+$249K
5
BIIB icon
Biogen
BIIB
+$247K

Sector Composition

1 Financials 19.06%
2 Technology 18.31%
3 Healthcare 10.68%
4 Industrials 9.7%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$318K 0.09%
6,784
+29
102
$253K 0.07%
15,410
103
$249K 0.07%
1,921
104
$245K 0.07%
3,805
105
-820
106
-68,904