CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 32.59%
This Quarter Est. Return
1 Year Est. Return
+32.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Sells

1 +$8.4M
2 +$2.4M
3 +$1.63M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.42M
5
LUMN icon
Lumen
LUMN
+$1.31M

Sector Composition

1 Technology 15.97%
2 Financials 11.21%
3 Consumer Discretionary 10.98%
4 Healthcare 10.23%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,008
102
-8,121