CA

CSM Advisors Portfolio holdings

AUM $3.43B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$46M
3
+$30.8M
4
DE icon
Deere & Co
DE
+$23.4M
5
INTC icon
Intel
INTC
+$22.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.18%
2 Industrials 14.16%
3 Financials 13.11%
4 Communication Services 13.11%
5 Healthcare 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.32%
+29,664
52
$2.17M 0.3%
+16,010
53
$2.06M 0.29%
+19,990
54
$1.92M 0.27%
+16,276
55
$1.67M 0.23%
+11,809
56
$1.67M 0.23%
+53,275
57
$1.64M 0.23%
+21,588
58
$1.63M 0.23%
+12,821
59
$1.61M 0.23%
+24,358
60
$1.58M 0.22%
+38,380
61
$1.57M 0.22%
+13,684
62
$1.44M 0.2%
+20,910
63
$1.44M 0.2%
+56,450
64
$1.41M 0.2%
+15,880
65
$1.24M 0.17%
+17,910
66
$1.08M 0.15%
+46,060
67
$1.07M 0.15%
+14,660
68
$1.02M 0.14%
+31,050
69
$955K 0.13%
+17,262
70
$899K 0.13%
+24,120
71
$878K 0.12%
+19,910
72
$851K 0.12%
+12,040
73
$782K 0.11%
+13,360
74
$771K 0.11%
+16,750
75
$707K 0.1%
+16,839
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3
4