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CA

CapWealth Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 34.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.26M
3
+$801K
4
HSY icon
Hershey
HSY
+$595K
5
C icon
Citigroup
C
+$488K

Top Sells

1
+$568K
2
+$312K
3
+$306K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$278K
5
MSFT icon
Microsoft
MSFT
+$270K

Sector Composition

1 Technology 16.19%
2 Industrials 14.73%
3 Financials 13.67%
4 Energy 9.82%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
250
302
$4K ﹤0.01%
+95
303
$4K ﹤0.01%
+257
304
$4K ﹤0.01%
90
305
$4K ﹤0.01%
93
-89
306
$4K ﹤0.01%
70
307
$4K ﹤0.01%
30
308
$4K ﹤0.01%
158
309
$4K ﹤0.01%
124
310
$4K ﹤0.01%
+34
311
$4K ﹤0.01%
66
312
$3K ﹤0.01%
+48
313
$3K ﹤0.01%
350
314
$3K ﹤0.01%
+64
315
$3K ﹤0.01%
105
316
$3K ﹤0.01%
88
317
$3K ﹤0.01%
+32
318
$3K ﹤0.01%
+93
319
$3K ﹤0.01%
100
320
$3K ﹤0.01%
+77
321
$3K ﹤0.01%
125
322
$3K ﹤0.01%
117
323
$3K ﹤0.01%
33
324
$3K ﹤0.01%
70
325
$3K ﹤0.01%
40
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