CMBA
C.M. Bidwell & Associates Portfolio holdings
AUM
$193M
1-Year Return
15.54%
This Quarter Return
+4.58%
1 Year Return
+15.54%
3 Year Return
+62.04%
5 Year Return
+121.85%
10 Year Return
+641.14%
AUM
$340M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.59%
Holding
231
New
231
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Western Digital
WDC
|
$7.68M |
| 2 |
CA
CA, Inc.
CA
|
$7.22M |
| 3 |
Regions Financial
RF
|
$6.94M |
| 4 |
CVS Health
CVS
|
$6.64M |
| 5 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$6.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 17.6% |
| 3 | Healthcare | 13.79% |
| 4 | Industrials | 9.48% |
| 5 | Energy | 8.7% |
