CFMC

Curbstone Financial Management Corp Portfolio holdings

AUM $520M
1-Year Est. Return 12.88%
This Quarter Est. Return
1 Year Est. Return
+12.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$311K
3
+$225K
4
ZBH icon
Zimmer Biomet
ZBH
+$218K
5
IPHS
Innophos Holdings, Inc.
IPHS
+$208K

Top Sells

1
+$697K
2
+$225K
3
+$210K
4
QCOM icon
Qualcomm
QCOM
+$203K
5
DD icon
DuPont de Nemours
DD
+$166K

Sector Composition

1 Technology 8.14%
2 Industrials 7.22%
3 Healthcare 6.64%
4 Financials 6.43%
5 Consumer Staples 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.94%
39,785
+875
27
$1.49M 0.91%
47,448
-265
28
$1.44M 0.88%
151,620
-7,650
29
$1.39M 0.85%
9,758
-128
30
$1.39M 0.85%
28,605
-1,344
31
$1.39M 0.85%
28,587
32
$1.38M 0.85%
35,002
-300
33
$1.37M 0.84%
15,583
-1,151
34
$1.33M 0.81%
51,250
+3,850
35
$1.31M 0.8%
31,540
-1,100
36
$1.26M 0.77%
16,142
+932
37
$1.25M 0.77%
11,035
-200
38
$1.25M 0.77%
78,466
-942
39
$1.23M 0.76%
36,492
-1,750
40
$1.21M 0.74%
8,625
-650
41
$1.18M 0.72%
36,400
-200
42
$1.11M 0.68%
15,750
-239
43
$1.11M 0.68%
14,790
-625
44
$1.08M 0.66%
11,983
+75
45
$1.03M 0.63%
20,050
-950
46
$1.03M 0.63%
18,443
-327
47
$1.02M 0.62%
6,940
48
$1M 0.61%
6,265
49
$975K 0.6%
31,185
+150
50
$962K 0.59%
52,750
-2,950
1
2
3 4 5