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CA
CapWealth Advisors Portfolio holdings
AUM
$1.35B
1-Year Est. Return
34.16%
This Fund
S&P 500
1 Year Est. Return
+34.16%
AUM
$752M
AUM Growth
+$52.4M
(+7.5%)
Holding
113
Top Buys
| 1 | +$7.72M | |
| 2 | +$6.3M | |
| 3 | +$6.14M | |
| 4 |
FRE.PRX
FEDERAL HOME LN MTG CORP 6.02% NON-CUM PERP PFD STK
FRE.PRX
|
+$5.58M |
| 5 |
FNM.PRT
FEDERAL NATL MTG ASS 08250
FNM.PRT
|
+$3.87M |
Top Sells
| 1 | +$8.4M | |
| 2 | +$2.37M | |
| 3 | +$1.6M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$1.31M |
| 5 |
FRE.PRZ
FREDDIE MAC FIXED FLG RT NON CUM PERP PREF
FRE.PRZ
|
+$1.25M |
Sector Composition
| 1 | Technology | 15.97% |
| 2 | Financials | 11.21% |
| 3 | Consumer Discretionary | 10.98% |
| 4 | Healthcare | 10.23% |
| 5 | Industrials | 9.84% |