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
$100M
AUM Growth
+$194K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$800K
2 +$699K
3 +$687K
4
MSFT icon
Microsoft
MSFT
+$623K
5
JPM icon
JPMorgan Chase
JPM
+$622K

Top Sells

1 +$762K
2 +$728K
3 +$621K
4
EXPD icon
Expeditors International
EXPD
+$566K
5
MTB icon
M&T Bank
MTB
+$557K

Sector Composition

1 Technology 9.45%
2 Healthcare 8.5%
3 Financials 7.7%
4 Industrials 5.67%
5 Communication Services 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-13,590
477
-1,105
478
-12
479
-1,870
480
-1,465
481
-1,560