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
201
-62,500
202
-13,780
203
-18,510
204
-7,930
205
-24,938
206
-6,780