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
$441M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.07M
3
+$847K
4
HSY icon
Hershey
HSY
+$613K
5
GILD icon
Gilead Sciences
GILD
+$530K

Top Sells

1
+$568K
2
+$339K
3
+$315K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$292K
5
MSFT icon
Microsoft
MSFT
+$280K

Sector Composition

1 Technology 16.19%
2 Industrials 14.73%
3 Financials 13.67%
4 Energy 9.82%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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494
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$31K 0.01%
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250
5 6
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