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
$309M
AUM Growth
-$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$935K
2 +$934K
3 +$374K
4
MMM icon
3M
MMM
+$342K
5
AMZN icon
Amazon
AMZN
+$324K

Top Sells

1 +$1.1M
2 +$622K
3 +$566K
4
KHC icon
Kraft Heinz
KHC
+$454K
5
FDX icon
FedEx
FDX
+$428K

Sector Composition

1 Technology 20.98%
2 Financials 17.76%
3 Healthcare 11.86%
4 Consumer Staples 8.13%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$234K 0.08%
1,921
102
$216K 0.07%
16,040
-11,256
103
$205K 0.07%
5,192
-485
104
$202K 0.07%
+710
105
$136K 0.04%
10,310
-1,000
106
-3,769
107
-14,127
108
-1,685
109
-1,185
110
-7,020