CA

CapWealth Advisors Portfolio holdings

AUM $1.11B
1-Year Est. Return 35.99%
This Quarter Est. Return
1 Year Est. Return
+35.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$5.87M
3
+$4.59M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$4.56M
5
FBK icon
FB Financial Corp
FBK
+$4.49M

Top Sells

1
+$11.5M
2
+$6.62M
3
+$2.85M
4
WSM icon
Williams-Sonoma
WSM
+$1.6M
5
COST icon
Costco
COST
+$1.5M

Sector Composition

1 Industrials 17.47%
2 Technology 15.18%
3 Financials 12.2%
4 Consumer Discretionary 11.16%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
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