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
76
$666K 0.09%
+14,630
77
$640K 0.09%
+20,710
78
$640K 0.09%
+21,030
79
$622K 0.09%
+16,770
80
$580K 0.08%
+20,100
81
$578K 0.08%
+22,000
82
$577K 0.08%
+39,770
83
$556K 0.08%
+21,240
84
$481K 0.07%
+11,800
85
$478K 0.07%
+28,380
86
$407K 0.06%
+14,630
87
$384K 0.05%
+13,650
88
$368K 0.05%
+39,150
89
$267K 0.04%
+10,000
1 2 3
4