CNAM

Campbell Newman Asset Management Portfolio holdings

AUM $1.37B
1-Year Est. Return 28.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.65M
2 +$5.16M
3 +$811K
4
V icon
Visa
V
+$729K
5
PLNT icon
Planet Fitness
PLNT
+$436K

Top Sells

1 +$9.55M
2 +$4.12M
3 +$3.99M
4
WFC icon
Wells Fargo
WFC
+$1.21M
5
IBM icon
IBM
IBM
+$1.18M

Sector Composition

1 Technology 27.69%
2 Healthcare 17.25%
3 Financials 11.96%
4 Industrials 10.75%
5 Consumer Discretionary 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,080