Cape Ann Savings Bank
CIK Number: 0000936938
172.42M
Market Value
87
# of Holdings
12 months
Avg. Holding Period
71.11%
Win Rate
18.94%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Core S&... | 65.65 | -0.45% | 271.90K | +1.40% | 16.94M | 46.3 | 9.83% | |
2 | Ishares | 78.89 | -0.28% | 178.54K | +8.28% | 14.93M | 73.5 | 8.66% | |
3 | Ishares S&P 500 | 607.39 | +0.01% | 20.56K | +15.69% | 11.86M | 469.36 | 6.88% | |
4 | Vanguard Short ... | 58.26 | -0.08% | 151.13K | -4.34% | 8.92M | 57.86 | 5.17% | |
5 | Apple Inc | 248.21 | +0.10% | 36.85K | -2.28% | 8.59M | 132.71 | 4.98% |
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