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
$359M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$2.18M
3 +$901K
4
YHOO
Yahoo Inc
YHOO
+$786K
5
DUK icon
Duke Energy
DUK
+$673K

Top Sells

1 +$8.97M
2 +$2M
3 +$1.73M
4
C icon
Citigroup
C
+$1.72M
5
SBUX icon
Starbucks
SBUX
+$1.65M

Sector Composition

1 Industrials 15.01%
2 Financials 13.12%
3 Technology 12.86%
4 Energy 11.17%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5K ﹤0.01%
200
352
$5K ﹤0.01%
86
+12
353
$5K ﹤0.01%
+200
354
$5K ﹤0.01%
+1,400
355
$5K ﹤0.01%
500
356
$5K ﹤0.01%
60
357
$5K ﹤0.01%
200
358
$4K ﹤0.01%
100
359
$4K ﹤0.01%
75
360
$4K ﹤0.01%
400
361
$4K ﹤0.01%
60
362
$4K ﹤0.01%
100
363
$4K ﹤0.01%
115
364
$4K ﹤0.01%
50
365
$4K ﹤0.01%
100
366
$4K ﹤0.01%
70
367
$4K ﹤0.01%
53
368
$4K ﹤0.01%
191
369
$4K ﹤0.01%
100
370
$4K ﹤0.01%
227
371
$4K ﹤0.01%
+88
372
$4K ﹤0.01%
300
373
$4K ﹤0.01%
70
374
$4K ﹤0.01%
+200
375
$4K ﹤0.01%
59
-4