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
$558M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$6.42M
3 +$4.47M
4
DIS icon
Walt Disney
DIS
+$3.79M
5
TSCO icon
Tractor Supply
TSCO
+$2.99M

Top Sells

1 +$5.08M
2 +$1.91M
3 +$1.45M
4
FDX icon
FedEx
FDX
+$776K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$598K

Sector Composition

1 Technology 15.46%
2 Financials 14.27%
3 Consumer Discretionary 12.84%
4 Healthcare 10.83%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,492
102
-3,790
103
-1,465
104
-2
105
-7,800