CL
Chubb Ltd Portfolio holdings
AUM
$29.9M
This Quarter Return
+5.85%
1 Year Return
-48.89%
3 Year Return
-75.93%
5 Year Return
-69.03%
10 Year Return
–
AUM
$231M
AUM Growth
+$231M
(-37%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-62.82%
Top 10 Holdings %
Top 10 Hldgs %
67.85%
Holding
37
New
1
Increased
2
Reduced
–
Closed
11
Top Buys
1 |
QHC
Quorum Health Corporation
QHC
|
$1.98M |
2 |
DHI Group
DHX
|
$765K |
3 |
NewtekOne
NEWT
|
$2.02K |
Top Sells
1 |
Bank of America
BAC
|
$17.6M |
2 |
Citigroup
C
|
$16.7M |
3 |
American Airlines Group
AAL
|
$16.4M |
4 |
Medtronic
MDT
|
$15.8M |
5 |
Bank of New York Mellon
BK
|
$14.7M |
Sector Composition
1 | Healthcare | 36.92% |
2 | Energy | 20.49% |
3 | Financials | 16.77% |
4 | Consumer Staples | 8.38% |
5 | Technology | 6.18% |