CA
CapWealth Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
+1.66%
1 Year Return
+54.23%
3 Year Return
+114.21%
5 Year Return
+179.49%
10 Year Return
+329.23%
AUM
$425M
AUM Growth
+$425M
(-0.14%)
Cap. Flow
-$2.37M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
35.51%
Holding
330
New
240
Increased
37
Reduced
41
Closed
2
Top Buys
| 1 |
Hexcel
HXL
|
$6.01M |
| 2 |
NRF
NorthStar Realty Finance Corp.
NRF
|
$3.22M |
| 3 |
Crown Castle
CCI
|
$2.76M |
| 4 |
ANDV
Andeavor
ANDV
|
$1.81M |
| 5 |
MCP
MOLYCORP INC COM STK
MCP
|
$1.28M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$15M |
| 2 |
lululemon athletica
LULU
|
$5.56M |
| 3 |
BP
BP
|
$1.49M |
| 4 |
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% |
