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CNO Financial Group Portfolio holdings

AUM $174M
1-Year Est. Return 1.66%
This Fund
S&P 500
This Quarter Est. Return
+0.67%
1 Year Est. Return
-1.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$113M
Cap. Flow
+$90.4M
Cap. Flow %
18.07%
Top 10 Hldgs %
94.79%
Holding
22
New
5
Increased
3
Reduced
Closed
1

Top Sells

Rank Stock Value
1
F icon
Ford
F
+$725K

Sector Composition

Rank Sector Weight
1 Financials 7.55%
2 Real Estate 0.41%
3 Industrials 0.14%
4 Utilities 0.08%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGG icon
1
iShares Core US Aggregate Bond ETF
AGG
$138B
$123M 24.5%
1,118,454
+15,000
+1% +$1.65M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$883B
$103M 20.62%
407,837
+13,000
+3% +$3.23M
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$64.1M 12.82%
529,049
PFF icon
4
iShares Preferred and Income Securities ETF
PFF
$13.3B
$55.5M 11.11%
1,431,300
+513,300
+56% +$20M
TCPC icon
5
BlackRock TCP Capital
TCPC
$268M
$33.2M 6.63%
2,011,900
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$25.3M 5.05%
+217,000
New +$25.1M
HYG icon
7
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$20.1M 4.02%
+226,400
New +$20M
SJNK icon
8
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$20.1M 4.01%
+717,950
New +$20M
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
$19.7M 3.94%
223,874
AMLP icon
10
Alerian MLP ETF
AMLP
$12.9B
$9.49M 1.9%
+169,127
New +$9.67M
TSLX icon
11
Sixth Street Specialty
TSLX
$1.62B
$4.61M 0.92%
220,000
HST icon
12
Host Hotels & Resorts
HST
$16.4B
$1.49M 0.3%
80,305
WELL icon
13
Welltower
WELL
$172B
$544K 0.11%
7,747
TT icon
14
Trane Technologies
TT
$103B
$459K 0.09%
5,151
CMS icon
15
CMS Energy
CMS
$22.5B
$406K 0.08%
8,756
ALLE icon
16
Allegion
ALLE
$11.9B
$228K 0.05%
2,637
DELL icon
17
Dell
DELL
$250B
$2K ﹤0.01%
+71
New +$1.37K
F icon
18
Ford
F
$55.9B
-64,787
Closed -$725K

Similar funds

CNO Financial Group's Q3 2017 Portfolio in Review

As of Q3 2017, CNO Financial Group held 22 positions worth $500M, up 29% from $387M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

CNO Financial Group deployed $90.4M of net new capital in Q3 2017, opening 5 new positions and adding to 3 existing holdings. Its largest new stake was iShares JPMorgan USD Emerging Markets Bond ETF: 217,000 shares worth $25.3M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 9.9% a quarter earlier, followed by Real Estate and Industrials.

On the sell side, the most notable exit was Ford, an estimated $725K sold.

  • CNO Financial Group's largest Q3 2017 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 217,000 shares worth $25.3M.
  • CNO Financial Group added most to iShares Preferred and Income Securities ETF in Q3 2017, an estimated $20M increase.
  • CNO Financial Group fully exited Ford in Q3 2017, selling an estimated $725K.
  • CNO Financial Group's ten largest holdings make up 95% of its $500M portfolio in Q3 2017.
  • CNO Financial Group opened 5 new positions and closed 1 in Q3 2017.
  • CNO Financial Group's portfolio value rose 29% quarter-over-quarter to $500M.

Based on CNO Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.