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
$322M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.12M
3
+$4.47M
4
META icon
Meta Platforms (Facebook)
META
+$4M
5
GM icon
General Motors
GM
+$3.94M

Top Sells

1
+$8.86M
2
+$7.11M
3
+$6.17M
4
J icon
Jacobs Solutions
J
+$5.57M
5
JPM icon
JPMorgan Chase
JPM
+$4.75M

Sector Composition

1 Technology 22.54%
2 Healthcare 19.56%
3 Consumer Discretionary 14.54%
4 Industrials 8.94%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.41%
11,752
-1,460
52
$1.3M 0.4%
1,912
+244
53
$1.26M 0.39%
+7,550
54
$1.26M 0.39%
89,770
55
$1.24M 0.39%
18,940
+860
56
$1.24M 0.38%
8,700
-590
57
$1.23M 0.38%
5,060
-40
58
$1.22M 0.38%
49,046
+6,459
59
$1.21M 0.38%
41,004
60
$1.19M 0.37%
22,540
-4,330
61
$1.19M 0.37%
24,956
+1,090
62
$1.13M 0.35%
8,150
-630
63
$1.11M 0.34%
8,364
64
$1.09M 0.34%
14,181
65
$1.08M 0.34%
18,120
-2,230
66
$1.08M 0.34%
77,924
67
$1.07M 0.33%
24,680
+390
68
$1.07M 0.33%
10,930
+1,830
69
$1.07M 0.33%
16,583
+2,636
70
$1.07M 0.33%
39,853
-3,097
71
$1.05M 0.32%
15,512
72
$1.05M 0.32%
11,750
-70
73
$1.02M 0.32%
23,210
-7,910
74
$1.02M 0.32%
1,560
75
$1.01M 0.31%
7,211
1 2
3
4 5