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
$425M
AUM Growth
-$615K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$3.21M
3 +$2.76M
4
ANDV
Andeavor
ANDV
+$1.81M
5
MCP
MOLYCORP INC COM STK
MCP
+$1.28M

Top Sells

1 +$15M
2 +$5.56M
3 +$1.49M
4
XOM icon
Exxon Mobil
XOM
+$1.38M
5
FDO
FAMILY DOLLAR STORES
FDO
+$768K

Sector Composition

1 Technology 18.06%
2 Industrials 17.15%
3 Financials 13.86%
4 Healthcare 11.39%
5 Consumer Staples 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$6K ﹤0.01%
+66
252
$5K ﹤0.01%
+55
253
$5K ﹤0.01%
+100
254
$5K ﹤0.01%
+14
255
$5K ﹤0.01%
+60
256
$5K ﹤0.01%
+167
257
$5K ﹤0.01%
+65
258
$5K ﹤0.01%
+45
259
$5K ﹤0.01%
+200
260
$5K ﹤0.01%
+217
261
$5K ﹤0.01%
+90
262
$5K ﹤0.01%
+104
263
$5K ﹤0.01%
+71
264
$5K ﹤0.01%
+54
265
$4K ﹤0.01%
+100
266
$4K ﹤0.01%
+50
267
$4K ﹤0.01%
+100
268
$4K ﹤0.01%
+400
269
$4K ﹤0.01%
+50
270
$4K ﹤0.01%
+70
271
$4K ﹤0.01%
+70
272
$3K ﹤0.01%
+125
273
$3K ﹤0.01%
+93
274
$3K ﹤0.01%
+148
275
$3K ﹤0.01%
+125