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
276
$3K ﹤0.01%
+30
277
$3K ﹤0.01%
+93
278
$3K ﹤0.01%
+50
279
$3K ﹤0.01%
+100
280
$3K ﹤0.01%
+99
281
$3K ﹤0.01%
+41
282
$2K ﹤0.01%
+86
283
$2K ﹤0.01%
+13
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$2K ﹤0.01%
+45
285
$1K ﹤0.01%
+50
286
$1K ﹤0.01%
+34
287
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+16
288
$1K ﹤0.01%
+100
289
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+24
290
$1K ﹤0.01%
+42
291
$1K ﹤0.01%
+60
292
$1K ﹤0.01%
+400
293
$1K ﹤0.01%
+117
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+10
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$1K ﹤0.01%
+16
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$1K ﹤0.01%
+107
297
$1K ﹤0.01%
+88
298
$1K ﹤0.01%
+6
299
$1K ﹤0.01%
+9
300
$1K ﹤0.01%
+15