CMBA

C.M. Bidwell & Associates Portfolio holdings

AUM $193M
1-Year Est. Return 15.54%
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.79M
3
+$5.49M
4
HPQ icon
HP
HPQ
+$4.47M
5
FITB icon
Fifth Third Bancorp
FITB
+$4.4M

Top Sells

1
+$6.62M
2
+$6.23M
3
+$4.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.05M
5
PARA
Paramount Global Class B
PARA
+$4.04M

Sector Composition

1 Technology 18.92%
2 Healthcare 15.08%
3 Financials 14.81%
4 Industrials 11.55%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
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