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
$950M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$13.5M
3 +$11.2M
4
HON icon
Honeywell
HON
+$10.7M
5
AXP icon
American Express
AXP
+$7.56M

Top Sells

1 +$13.4M
2 +$12.3M
3 +$11.4M
4
ACN icon
Accenture
ACN
+$10.6M
5
HD icon
Home Depot
HD
+$6.79M

Sector Composition

1 Technology 33.95%
2 Financials 18.97%
3 Healthcare 14.04%
4 Industrials 10.77%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,792
127
-15,161