CT

Caldwell Trust Portfolio holdings

AUM $1.07B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$2.55M
3 +$2.08M
4
HD icon
Home Depot
HD
+$1.63M
5
NVDA icon
NVIDIA
NVDA
+$1.03M

Top Sells

1 +$1.4M
2 +$697K
3 +$567K
4
RTX icon
RTX Corp
RTX
+$395K
5
T icon
AT&T
T
+$267K

Sector Composition

1 Technology 15.6%
2 Financials 10.41%
3 Consumer Discretionary 9.04%
4 Healthcare 8.86%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7.38K ﹤0.01%
500
652
$6.99K ﹤0.01%
597
653
$6.96K ﹤0.01%
80
654
$6.86K ﹤0.01%
50
655
$6.69K ﹤0.01%
292
656
$6.66K ﹤0.01%
695
657
$6.62K ﹤0.01%
669
658
$6.3K ﹤0.01%
150
659
$6.04K ﹤0.01%
70
+36
660
$5.96K ﹤0.01%
43
661
$5.95K ﹤0.01%
500
662
$5.89K ﹤0.01%
200
663
$5.85K ﹤0.01%
75
664
$5.85K ﹤0.01%
41
665
$5.83K ﹤0.01%
56
666
$5.82K ﹤0.01%
61
667
$5.43K ﹤0.01%
200
668
$5.24K ﹤0.01%
71
669
$5.17K ﹤0.01%
110
670
$5.09K ﹤0.01%
80
671
$5.08K ﹤0.01%
200
672
$5K ﹤0.01%
200
673
$4.97K ﹤0.01%
19
+2
674
$4.88K ﹤0.01%
+70
675
$4.87K ﹤0.01%
+55