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
51
$1.61M 0.42%
7,780
+2,330
52
$1.6M 0.42%
28,565
53
$1.59M 0.42%
20,350
-430
54
$1.59M 0.42%
11,430
-660
55
$1.58M 0.41%
31,120
+820
56
$1.56M 0.41%
11,820
-1,170
57
$1.55M 0.41%
13,212
+1,650
58
$1.55M 0.41%
42,950
-7,402
59
$1.55M 0.4%
9,100
-310
60
$1.51M 0.4%
11,288
-784
61
$1.5M 0.39%
8,650
+400
62
$1.48M 0.39%
7,310
-1,850
63
$1.45M 0.38%
27,900
+1,240
64
$1.45M 0.38%
18,360
-1,850
65
$1.45M 0.38%
16,270
-2,220
66
$1.42M 0.37%
9,325
67
$1.37M 0.36%
13,270
+810
68
$1.36M 0.36%
8,780
+270
69
$1.35M 0.35%
15,450
+240
70
$1.27M 0.33%
9,374
71
$1.26M 0.33%
6,420
+340
72
$1.26M 0.33%
18,080
+2,480
73
$1.24M 0.33%
41,004
74
$1.23M 0.32%
17,490
-790
75
$1.22M 0.32%
13,353
-202
1 2
3
4 5