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
$471M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.95M
3
+$4.81M
4
UNH icon
UnitedHealth
UNH
+$4.08M
5
DIS icon
Walt Disney
DIS
+$3.66M

Top Sells

1
+$25.9M
2
+$8.85M
3
+$7.51M
4
WTW icon
Willis Towers Watson
WTW
+$6.38M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$4.73M

Sector Composition

1 Financials 19.7%
2 Technology 17.66%
3 Industrials 13.83%
4 Energy 9.99%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.62%
42,000
52
$2.89M 0.61%
163,499
+19,852
53
$2.84M 0.6%
100,000
-58,000
54
$2.78M 0.59%
316,162
55
$2.75M 0.58%
24,100
-5,400
56
$2.75M 0.58%
50,240
-5,900
57
$2.69M 0.57%
22,952
+5,819
58
$2.6M 0.55%
31,827
59
$2.58M 0.55%
58,920
60
$2.57M 0.55%
134,684
+10,265
61
$2.56M 0.54%
+15,000
62
$2.55M 0.54%
53,716
63
$2.52M 0.53%
34,457
64
$2.48M 0.53%
77,142
+13,000
65
$2.48M 0.53%
18,258
66
$2.45M 0.52%
57,490
67
$2.44M 0.52%
186,500
68
$2.42M 0.51%
33,367
69
$2.35M 0.5%
49,976
+4,140
70
$2.33M 0.49%
43,165
71
$2.32M 0.49%
150,554
-132,000
72
$2.24M 0.47%
36,162
73
$2.2M 0.47%
43,500
74
$2.18M 0.46%
46,000
75
$2.12M 0.45%
509,124
1 2
3
4 5