CANC
Culbertson A N & Co Portfolio holdings
AUM
$651M
1-Year Est. Return
19.08%
1 Year Est. Return
+19.08%
AUM
$651M
AUM Growth
+$25.3M
(+4%)
Holding
128
Top Buys
| 1 | +$2.08M | |
| 2 | +$572K | |
| 3 | +$424K | |
| 4 |
Union Pacific
UNP
|
+$387K |
| 5 |
Meta Platforms (Facebook)
META
|
+$381K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.6M | |
| 3 | +$1.5M | |
| 4 |
Apple
AAPL
|
+$943K |
| 5 |
Microsoft
MSFT
|
+$724K |
Sector Composition
| 1 | Financials | 25.34% |
| 2 | Technology | 19.25% |
| 3 | Healthcare | 9% |
| 4 | Industrials | 8.24% |
| 5 | Consumer Staples | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Nike
NKE
$99.6B
| $201K | 0.03% |
+2,829
|
|
||
127
Kraft Heinz
KHC
$30.2B
| – | – |
-9,450
|
|