CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Portfolio holdings

AUM $49B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,048
New
Increased
Reduced
Closed

Top Sells

1 +$34M
2 +$32.6M
3 +$32.6M
4
GIS icon
General Mills
GIS
+$28.1M
5
AMRS
Amyris Inc.
AMRS
+$15.8M

Sector Composition

1 Technology 14.71%
2 Financials 9.18%
3 Healthcare 7.77%
4 Industrials 7.67%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
0
4352
-450
4353
-106