CMBA

C.M. Bidwell & Associates Portfolio holdings

AUM $208M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$8.71M
3
+$7.93M
4
ELV icon
Elevance Health
ELV
+$7.8M
5
DLTR icon
Dollar Tree
DLTR
+$7.06M

Top Sells

1
+$8.6M
2
+$8.24M
3
+$7.42M
4
APC
Anadarko Petroleum
APC
+$7.01M
5
DNR
Denbury Resources, Inc.
DNR
+$6.17M

Sector Composition

1 Technology 20.68%
2 Financials 15.44%
3 Healthcare 13.14%
4 Consumer Staples 11.09%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
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