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
151
$522K 0.11%
19,853
+1,300
152
$516K 0.11%
6,600
+200
153
$490K 0.1%
26,898
154
$483K 0.1%
11,910
155
$481K 0.1%
1,233
-100
156
$479K 0.1%
17,070
157
$469K 0.1%
15,248
+4,721
158
$450K 0.09%
23,500
+800
159
$420K 0.09%
4,903
160
$419K 0.09%
8,736
-300
161
$366K 0.08%
21,407
162
$347K 0.07%
33,571
163
$340K 0.07%
9,339
164
$317K 0.07%
13,686
165
$294K 0.06%
17,173
166
$281K 0.06%
13,625
167
$270K 0.06%
+2,890
168
$267K 0.06%
14,038
-4,562
169
$266K 0.06%
4,500
170
$253K 0.05%
22,133
171
$243K 0.05%
33,560
172
$231K 0.05%
2,542
+52
173
$230K 0.05%
13,267
-800
174
$223K 0.05%
21,781
-33,963
175
$148K 0.03%
90,700
+35,400
4 5 6
7
8