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
201
$15K ﹤0.01%
610
202
$15K ﹤0.01%
+292
203
$15K ﹤0.01%
77
+44
204
$15K ﹤0.01%
199
205
$14K ﹤0.01%
1,000
206
$14K ﹤0.01%
+300
207
$14K ﹤0.01%
350
208
$14K ﹤0.01%
350
209
$14K ﹤0.01%
1,000
210
$13K ﹤0.01%
328
+122
211
$13K ﹤0.01%
550
212
$13K ﹤0.01%
750
213
$13K ﹤0.01%
382
214
$13K ﹤0.01%
500
215
$13K ﹤0.01%
609
216
$12K ﹤0.01%
100
217
$12K ﹤0.01%
1,200
218
$12K ﹤0.01%
+340
219
$12K ﹤0.01%
235
220
$12K ﹤0.01%
900
221
$12K ﹤0.01%
700
222
$11K ﹤0.01%
1,000
223
$11K ﹤0.01%
164
224
$11K ﹤0.01%
430
225
$11K ﹤0.01%
340
+68