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
$481M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.99M
3
+$4.73M
4
BX icon
Blackstone
BX
+$4.09M
5
UNH icon
UnitedHealth
UNH
+$4.03M

Top Sells

1
+$4.96M
2
+$4.29M
3
+$4.24M
4
FDX icon
FedEx
FDX
+$3.94M
5
GM icon
General Motors
GM
+$3.66M

Sector Composition

1 Financials 21%
2 Technology 15.4%
3 Industrials 15.01%
4 Energy 11.74%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$904K 0.19%
19,800
127
$883K 0.18%
10,200
128
$882K 0.18%
129,082
+25,078
129
$872K 0.18%
18,263
+2,926
130
$870K 0.18%
+29,431
131
$862K 0.18%
16,023
132
$833K 0.17%
23,809
133
$824K 0.17%
40,260
134
$823K 0.17%
9,017
-200
135
$818K 0.17%
113,513
136
$812K 0.17%
+49,617
137
$812K 0.17%
35,793
+1,287
138
$794K 0.17%
83,800
+14,800
139
$776K 0.16%
28,585
140
$774K 0.16%
31,414
141
$756K 0.16%
19,688
-110,312
142
$740K 0.15%
35,599
143
$713K 0.15%
17,269
144
$694K 0.14%
32,399
+15,146
145
$615K 0.13%
6,300
+1,200
146
$580K 0.12%
10,700
+500
147
$574K 0.12%
18,161
-6,104
148
$548K 0.11%
9,409
149
$541K 0.11%
7,341
150
$536K 0.11%
7,245
-4,967
4 5
6
7 8