CA
CapWealth Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+1.64%
1 Year Return
+54.23%
3 Year Return
+114.21%
5 Year Return
+179.49%
10 Year Return
+329.23%
AUM
$372M
AUM Growth
+$372M
(-6.3%)
Cap. Flow
-$27.9M
Cap. Flow
% of AUM
-7.49%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
411
New
23
Increased
56
Reduced
50
Closed
25
Top Buys
| 1 |
Bank of America
BAC
|
$3.48M |
| 2 |
MCP
MOLYCORP INC COM STK
MCP
|
$1.97M |
| 3 |
United Parcel Service
UPS
|
$1.63M |
| 4 |
DuPont de Nemours
DD
|
$1.15M |
| 5 |
LVLT
Level 3 Communications Inc
LVLT
|
$1.07M |
Top Sells
Sector Composition
| 1 | Financials | 15.81% |
| 2 | Industrials | 15.51% |
| 3 | Technology | 14.52% |
| 4 | Energy | 10.41% |
| 5 | Consumer Staples | 9.93% |
