CF

CNA Financial Portfolio holdings

AUM $195M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.5M
3
+$2.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.28M
5
MCK icon
McKesson
MCK
+$2.13M

Top Sells

1
+$5.65M
2
+$3.01M
3
+$3M
4
MSFT icon
Microsoft
MSFT
+$2.44M
5
AIZ icon
Assurant
AIZ
+$2.39M

Sector Composition

1 Financials 22.48%
2 Industrials 10.34%
3 Technology 10.16%
4 Energy 7.4%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.74%
78,700
27
$3.28M 0.73%
25,554
-5,936
28
$3.24M 0.72%
137,525
29
$3.19M 0.71%
60,446
+1,067
30
$3.12M 0.69%
201,648
-39,517
31
$3.12M 0.69%
72,800
32
$3.1M 0.69%
13,500
33
$3.09M 0.68%
224,025
34
$3M 0.66%
65,570
+4,270
35
$2.8M 0.62%
98,009
+17,629
36
$2.8M 0.62%
73,700
-17,975
37
$2.67M 0.59%
63,450
38
$2.62M 0.58%
44,010
+6,985
39
$2.6M 0.58%
30,173
+3,973
40
$2.6M 0.58%
32,057
41
$2.57M 0.57%
191,078
+93,403
42
$2.56M 0.57%
52,528
43
$2.5M 0.55%
+50,000
44
$2.5M 0.55%
+186,500
45
$2.44M 0.54%
128,640
46
$2.43M 0.54%
38,924
+2,074
47
$2.42M 0.54%
86,663
48
$2.39M 0.53%
100,000
49
$2.34M 0.52%
50,266
50
$2.29M 0.51%
54,900
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