CA
Callahan Advisors Portfolio holdings
AUM
$1.22B
1-Year Est. Return
20.33%
This Fund
S&P 500
1 Year Est. Return
+20.33%
AUM
$1.18B
AUM Growth
+$64.7M
(+5.8%)
Holding
176
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.85M | |
| 3 | +$1.76M | |
| 4 |
Kenvue
KVUE
|
+$1.64M |
| 5 |
Adobe
ADBE
|
+$1.6M |
Top Sells
| 1 | +$2.77M | |
| 2 | +$1.23M | |
| 3 | +$1.01M | |
| 4 |
Apple
AAPL
|
+$940K |
| 5 |
Accenture
ACN
|
+$938K |
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Financials | 15.17% |
| 3 | Communication Services | 13.81% |
| 4 | Healthcare | 12.43% |
| 5 | Consumer Discretionary | 10.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Palo Alto Networks
PANW
$119B
| – | – |
-1,060
|
|