IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Flaherty & Crumrine Inc

Portfolio Profile

CIK: 0001261239 | Pasadena, CA

$19.8K
AUM
4
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Barclays Bank PLC301,716$7.9K39.72%
2Wells Fargo Co New(WFC)4,950$6.4K32.32%
3Kinder Morgan Inc del149,900$5.0K25.21%
4Wmih Corp391,952$5452.76%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $19.8K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Energy37.29%0%-37.29%
Unclassified62.71%100%+37.29%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %

AUM History

$98.8K | 9 pos.
$102.9K | 12 pos.
$110.4K | 10 pos.
$74.4K | 8 pos.
$115.1K | 10 pos.
$122.1K | 10 pos.
Change
Unclassified62.71%100%+37.29%
Large Cap37.29%0%-37.29%
$133.0K | 12 pos.
$37.5K | 5 pos.
$36.0K | 5 pos.
$39.7K | 6 pos.
$37.5K | 5 pos.
$19.8K | 4 pos.
Q4
15
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18
Q2
18
Q3
18

Recent Activity

Quarter-over-quarter position changes

0
New
1
Closed
0
Increased
1
Decreased
3
Unchanged