CA
CapWealth Advisors Portfolio holdings
AUM
$1.01B
1-Year Return
54.23%
This Quarter Return
+3.02%
1 Year Return
+54.23%
3 Year Return
+114.21%
5 Year Return
+179.49%
10 Year Return
+329.23%
AUM
$342M
AUM Growth
–
Cap. Flow
+$342M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.33%
Holding
480
New
480
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bank of America
BAC
|
$15.2M |
| 2 |
Starbucks
SBUX
|
$13.4M |
| 3 |
Citigroup
C
|
$12.6M |
| 4 |
Johnson & Johnson
JNJ
|
$10.7M |
| 5 |
Verizon
VZ
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.74% |
| 2 | Industrials | 13.3% |
| 3 | Technology | 12.29% |
| 4 | Consumer Staples | 11.27% |
| 5 | Energy | 10.64% |
