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
151
$565K 0.12%
8,864
152
$550K 0.12%
4,180
153
$548K 0.12%
7,924
-1,000
154
$546K 0.12%
2,394
155
$543K 0.12%
4,382
+500
156
$534K 0.11%
3,476
+576
157
$529K 0.11%
4,150
158
$524K 0.11%
10,450
159
$521K 0.11%
5,640
160
$510K 0.11%
3,550
161
$509K 0.11%
3,700
162
$502K 0.11%
1,730
163
$498K 0.11%
1,912
164
$494K 0.1%
21,696
+364
165
$491K 0.1%
4,180
166
$475K 0.1%
1,134
167
$464K 0.1%
4,100
168
$462K 0.1%
1,750
169
$461K 0.1%
1,764
170
$460K 0.1%
+2,164
171
$456K 0.1%
3,776
172
$447K 0.09%
11,080
173
$439K 0.09%
+1,336
174
$436K 0.09%
4,126
-100
175
$430K 0.09%
5,100
4 5 6
7
8