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
126
$332K 0.2%
3,130
-325
127
$330K 0.2%
7,775
+325
128
$304K 0.19%
14,925
+2,350
129
$297K 0.18%
1,925
-98
130
$294K 0.18%
2,874
131
$288K 0.18%
22,372
+640
132
$288K 0.18%
3,240
-40
133
$287K 0.18%
1,312
+300
134
$282K 0.17%
4,653
+75
135
$277K 0.17%
5,264
-220
136
$277K 0.17%
1,419
-41
137
$274K 0.17%
2,080
-100
138
$270K 0.17%
6,700
139
$266K 0.16%
6,100
-175
140
$264K 0.16%
12,490
-230
141
$260K 0.16%
8,800
142
$259K 0.16%
5,817
-300
143
$259K 0.16%
5,475
144
$248K 0.15%
925
-125
145
$246K 0.15%
2,200
146
$244K 0.15%
11,205
-220
147
$243K 0.15%
3,870
148
$241K 0.15%
3,500
149
$239K 0.15%
3,153
+57
150
$237K 0.15%
3,200
3 4 5
6
7