CANC
Culbertson A N & Co Portfolio holdings
AUM
$651M
1-Year Est. Return
19.08%
1 Year Est. Return
+19.08%
AUM
$626M
AUM Growth
-$2.66M
(-0.42%)
Holding
127
Top Buys
| 1 | +$624K | |
| 2 | +$462K | |
| 3 | +$382K | |
| 4 |
Eli Lilly
LLY
|
+$364K |
| 5 |
US Bancorp
USB
|
+$351K |
Top Sells
| 1 | +$2.03M | |
| 2 | +$931K | |
| 3 | +$357K | |
| 4 |
Comcast
CMCSA
|
+$289K |
| 5 |
Goldman Sachs
GS
|
+$247K |
Sector Composition
| 1 | Financials | 24.69% |
| 2 | Technology | 17.77% |
| 3 | Healthcare | 10.35% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Staples | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
GE Aerospace
GE
$318B
| – | – |
-1,206
|
|