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
$500M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.94M
3
+$2.83M
4
IPG icon
Interpublic Group of Companies
IPG
+$2.51M
5
TEX icon
Terex
TEX
+$2.26M

Top Sells

1
+$5.63M
2
+$4.9M
3
+$2.91M
4
IBM icon
IBM
IBM
+$2.87M
5
MSFT icon
Microsoft
MSFT
+$2.18M

Sector Composition

1 Financials 22.38%
2 Technology 14.18%
3 Energy 13.77%
4 Industrials 12.62%
5 Healthcare 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.52%
26,475
+8,625
52
$2.58M 0.52%
30,850
53
$2.54M 0.51%
155,000
54
$2.51M 0.5%
+146,275
55
$2.47M 0.49%
15,075
56
$2.47M 0.49%
43,625
57
$2.4M 0.48%
132,500
58
$2.38M 0.48%
63,709
-37,199
59
$2.37M 0.47%
54,960
-38,984
60
$2.37M 0.47%
137,900
-8,150
61
$2.36M 0.47%
70,000
62
$2.35M 0.47%
44,455
63
$2.33M 0.47%
37,200
64
$2.28M 0.46%
48,475
65
$2.26M 0.45%
+50,950
66
$2.23M 0.45%
50,000
67
$2.19M 0.44%
26,825
68
$2.16M 0.43%
69,225
-3,325
69
$2.12M 0.42%
57,300
70
$2.11M 0.42%
20,350
71
$2.06M 0.41%
18,066
72
$2.04M 0.41%
29,375
73
$1.96M 0.39%
45,450
-18,100
74
$1.95M 0.39%
74,800
+13,350
75
$1.93M 0.39%
67,821
1 2
3
4 5