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
$472M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$1.22M
3
+$1.17M
4
TMO icon
Thermo Fisher Scientific
TMO
+$685K
5
NVDA icon
NVIDIA
NVDA
+$649K

Top Sells

1
+$3.51M
2
+$916K
3
+$525K
4
MDLZ icon
Mondelez International
MDLZ
+$482K
5
HALO icon
Halozyme
HALO
+$472K

Sector Composition

1 Technology 11.93%
2 Healthcare 6.22%
3 Industrials 6.05%
4 Financials 6.04%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.48%
29,902
52
$2.24M 0.47%
9,920
+472
53
$2.07M 0.44%
27,750
+200
54
$2.03M 0.43%
18,266
-400
55
$2.03M 0.43%
20,180
-200
56
$2.02M 0.43%
13,944
+340
57
$2.02M 0.43%
29,220
58
$1.92M 0.41%
14,306
+4,836
59
$1.91M 0.4%
39,860
+538
60
$1.9M 0.4%
10,699
+156
61
$1.9M 0.4%
3,243
-84
62
$1.87M 0.4%
11,480
+140
63
$1.84M 0.39%
65,230
-520
64
$1.8M 0.38%
25,128
+2,664
65
$1.8M 0.38%
10,786
-616
66
$1.76M 0.37%
26,700
67
$1.75M 0.37%
13,740
-2,920
68
$1.72M 0.36%
57,542
69
$1.68M 0.35%
23,246
70
$1.65M 0.35%
14,504
71
$1.65M 0.35%
26,496
+792
72
$1.65M 0.35%
14,020
-1,050
73
$1.59M 0.34%
23,298
+556
74
$1.56M 0.33%
41,638
-1,520
75
$1.54M 0.33%
16,990
+3,200
1 2
3
4 5