Capital Analysts LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Capital Analysts LLC
CRD #162200
SEC #801-74614
CIK #1624758
AUM $4.4 BB (90% Disc, 100% US)
Employees571 (99% Investors, 98% Brokers)
Phone800-242-1421
Address601 Office Center Drive
Fort Washington, PA 19034-3232
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
OSK 5,500.0 80.1
UAA 9,890.0 62.0
PPG 26,280.0 43.9
OMER 799.4 36.1
UA 8,840.0 31.4
XOM 337,850.0 29.5
XLK 26.6
SBUX 86,650.0 17.4
OKE 27,290.0 17.2
XLY 16.2
View All
Holdings by Sector ($BB)
Limited Partners 2011 - 2019
New York City Employees' Retirement System
Comparable Firms State AUM ($BB)
UBS Asset Management International Ltd
4.5
Miller Howard Investments Inc
NY
4.4
Merganser Capital Management Inc
MA
4.4
Douglas C Lane & Associates Inc
NY
4.4
Frost Investment Advisors LLC
TX
4.3
Govett Investment Management Limited
4.3
BMO Harris Investment Management Inc
4.3
Nikko Global Asset Management USA Inc
NY
4.3
Taplin Canida & Habacht Inc
FL
4.3
Fourth Street Performance Partners Inc
KY
4.3