CNAM

Campbell Newman Asset Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 24.96%
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$18.5M
3 +$17.6M
4
AMP icon
Ameriprise Financial
AMP
+$16.9M
5
CVX icon
Chevron
CVX
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.85%
2 Technology 13.77%
3 Consumer Staples 12.71%
4 Financials 12.31%
5 Healthcare 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$409K 0.09%
+9,883
77
$407K 0.09%
+5,097
78
$357K 0.08%
+7,416
79
$344K 0.08%
+9,883
80
$318K 0.07%
+4,595
81
$280K 0.06%
+3,302
82
$220K 0.05%
+3,000