CA
CSM Advisors Portfolio holdings
AUM
$3.43B
This Quarter Return
+13.67%
1 Year Return
+15.96%
3 Year Return
+70.67%
5 Year Return
–
10 Year Return
–
AUM
$711M
AUM Growth
–
Cap. Flow
+$711M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$48.2M |
| 2 |
Apple
AAPL
|
$46M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$30.8M |
| 4 |
Deere & Co
DE
|
$23.4M |
| 5 |
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% |
