CNAM

Campbell Newman Asset Management Portfolio holdings

AUM $1.26B
1-Year Est. Return 22.71%
This Quarter Est. Return
1 Year Est. Return
+22.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$10.2M
3 +$8.15M
4
TFC icon
Truist Financial
TFC
+$7.59M
5
NFLX icon
Netflix
NFLX
+$996K

Top Sells

1 +$9.88M
2 +$8.94M
3 +$8.61M
4
K icon
Kellanova
K
+$6.52M
5
VFC icon
VF Corp
VFC
+$5.53M

Sector Composition

1 Technology 21.89%
2 Financials 18.11%
3 Healthcare 15.98%
4 Industrials 10.75%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,749
127
-89,221
128
-4,732