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
201
-10,000
202
-15,993
203
-60,300