CA
CapWealth Advisors Portfolio holdings
AUM
$1.01B
This Quarter Return
-11.72%
1 Year Return
+54.23%
3 Year Return
+114.21%
5 Year Return
+179.49%
10 Year Return
+329.23%
AUM
$829M
AUM Growth
+$829M
(-15%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
32.72%
Holding
130
New
5
Increased
72
Reduced
14
Closed
21
Top Buys
| 1 |
Amazon
AMZN
|
$10.3M |
| 2 |
HIMX
Himax Technologies
HIMX
|
$3.77M |
| 3 |
Netflix
NFLX
|
$3.44M |
| 4 |
Ultra Clean Holdings
UCTT
|
$2.75M |
| 5 |
Starbucks
SBUX
|
$2.49M |
Top Sells
Sector Composition
| 1 | Technology | 21.8% |
| 2 | Healthcare | 14.84% |
| 3 | Consumer Discretionary | 9.62% |
| 4 | Consumer Staples | 9.54% |
| 5 | Industrials | 9.44% |