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
$902M
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$4.23M
3 +$3.44M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.32M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.68M

Top Sells

1 +$59.5M
2 +$28M
3 +$4.83M
4
MSFT icon
Microsoft
MSFT
+$4.46M
5
BIIB icon
Biogen
BIIB
+$2.58M

Sector Composition

1 Technology 12.2%
2 Healthcare 6.9%
3 Financials 6.28%
4 Industrials 6.14%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-19,787