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CA
CapWealth Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
34.16%
This Fund
S&P 500
1 Year Est. Return
+34.16%
AUM
$426M
AUM Growth
-$14.5M
(-3.3%)
Holding
385
Top Buys
| 1 | +$2.75M | |
| 2 | +$1.65M | |
| 3 | +$1.1M | |
| 4 |
MCP
MOLYCORP INC COM STK
MCP
|
+$1.06M |
| 5 |
Wells Fargo
WFC
|
+$980K |
Top Sells
| 1 | +$5.56M | |
| 2 | +$3.66M | |
| 3 | +$1.42M | |
| 4 |
FNM.PRS
FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA)
FNM.PRS
|
+$1.21M |
| 5 |
FRE.PRZ
FREDDIE MAC FIXED FLG RT NON CUM PERP PREF
FRE.PRZ
|
+$1.04M |
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Financials | 14.85% |
| 3 | Industrials | 14.71% |
| 4 | Healthcare | 10.35% |
| 5 | Energy | 9.81% |