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Capital Southwest Corporation shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $34k 1.4k 23.70

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation