CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$25.9M
2 +$8.01M
3 +$1.18M
4
DBRG icon
DigitalBridge
DBRG
+$950K
5
F icon
Ford
F
+$516K

Sector Composition

1 Technology 16.87%
2 Financials 14.19%
3 Consumer Discretionary 13.66%
4 Industrials 11.74%
5 Healthcare 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
+15,900