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
$383M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.93M
3
+$2.75M
4
FI icon
Fiserv
FI
+$2.59M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.87M

Top Sells

1
+$6.26M
2
+$5.65M
3
+$5.4M
4
PFE icon
Pfizer
PFE
+$2.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.45M

Sector Composition

1 Technology 24.18%
2 Healthcare 21.57%
3 Consumer Discretionary 11.54%
4 Industrials 10.78%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.02%
11,676
27
$3.82M 1%
15,754
-1,260
28
$3.44M 0.9%
26,496
-670
29
$3.13M 0.82%
+10,000
30
$2.95M 0.77%
9,531
-490
31
$2.89M 0.76%
18,118
-100
32
$2.77M 0.73%
19,853
33
$2.47M 0.65%
16,110
-1,008
34
$2.47M 0.64%
19,995
35
$2.41M 0.63%
71,576
-1,770
36
$2.26M 0.59%
24,773
+1,780
37
$2.24M 0.59%
89,770
38
$2.19M 0.57%
33,107
+1,644
39
$2.02M 0.53%
19,531
-1,310
40
$1.99M 0.52%
22,014
+2,950
41
$1.97M 0.51%
42,587
+4,402
42
$1.96M 0.51%
25,390
+60
43
$1.86M 0.49%
33,906
+5,510
44
$1.79M 0.47%
7,535
+666
45
$1.77M 0.46%
10,563
46
$1.72M 0.45%
15,186
47
$1.72M 0.45%
5,100
-1,180
48
$1.66M 0.43%
5,725
-3,170
49
$1.65M 0.43%
48,650
-9,350
50
$1.64M 0.43%
9,290
+290
1
2
3 4 5