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
$556M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$25.9M
2 +$7.01M
3 +$1.18M
4
DBRG icon
DigitalBridge
DBRG
+$883K
5
BAC icon
Bank of America
BAC
+$531K

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
-4,165