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
$326M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.36M
3
+$5.29M
4
NOC icon
Northrop Grumman
NOC
+$4.86M
5
META icon
Meta Platforms (Facebook)
META
+$2.95M

Top Sells

1
+$6.04M
2
+$5.55M
3
+$5.34M
4
DHR icon
Danaher
DHR
+$4.44M
5
KMX icon
CarMax
KMX
+$4.25M

Sector Composition

1 Technology 24.65%
2 Healthcare 22.2%
3 Financials 13.11%
4 Industrials 11.46%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.44%
3,699
-180
52
$1.43M 0.44%
8,364
53
$1.38M 0.42%
20,741
54
$1.38M 0.42%
30,630
+560
55
$1.38M 0.42%
9,580
-5,070
56
$1.37M 0.42%
50,352
57
$1.37M 0.42%
8,620
-630
58
$1.36M 0.42%
7,120
+740
59
$1.35M 0.41%
9,325
60
$1.31M 0.4%
53,029
-7,611
61
$1.3M 0.4%
33,813
62
$1.3M 0.4%
25,612
-310
63
$1.29M 0.4%
27,240
64
$1.28M 0.39%
27,480
+5,630
65
$1.26M 0.39%
19,340
-5,250
66
$1.25M 0.39%
2,564
-197
67
$1.25M 0.38%
14,758
68
$1.24M 0.38%
20,262
-1,873
69
$1.24M 0.38%
11,920
+1,380
70
$1.23M 0.38%
46,599
71
$1.22M 0.38%
19,070
-1,450
72
$1.22M 0.37%
76,640
73
$1.2M 0.37%
17,450
+2,240
74
$1.19M 0.37%
20,530
-2,740
75
$1.18M 0.36%
14,181
1 2
3
4 5