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
76
$2.1M 0.45%
49,734
77
$2.06M 0.44%
150,595
78
$2.04M 0.43%
50,000
79
$2.04M 0.43%
42,147
80
$2M 0.42%
99,445
+14,920
81
$1.99M 0.42%
50,266
82
$1.97M 0.42%
59,515
83
$1.93M 0.41%
68,171
84
$1.91M 0.4%
+58,365
85
$1.9M 0.4%
71,195
+16,034
86
$1.83M 0.39%
119,068
+27,424
87
$1.79M 0.38%
77,219
88
$1.79M 0.38%
205,929
89
$1.78M 0.38%
110,159
+63,370
90
$1.78M 0.38%
22,100
91
$1.75M 0.37%
12,866
92
$1.74M 0.37%
+14,263
93
$1.61M 0.34%
32,300
-12,336
94
$1.59M 0.34%
53,459
95
$1.53M 0.32%
7,949
96
$1.5M 0.32%
218,965
97
$1.44M 0.31%
60,923
98
$1.36M 0.29%
55,925
99
$1.34M 0.28%
28,500
100
$1.3M 0.28%
19,590
+8,735
2 3
4
5 6