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
$487M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$848K
3
+$706K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$583K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$566K

Top Sells

1
+$7.88M
2
+$712K
3
+$679K
4
UNH icon
UnitedHealth
UNH
+$610K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$557K

Sector Composition

1 Technology 12.08%
2 Industrials 6.26%
3 Financials 6.11%
4 Healthcare 5.61%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
151
Amgen
AMGN
$172B
$560K 0.11%
2,004
-330
CINF icon
152
Cincinnati Financial
CINF
$25.7B
$558K 0.11%
3,750
-378
IPAR icon
153
Interparfums
IPAR
$2.8B
$557K 0.11%
4,240
PODD icon
154
Insulet
PODD
$22.5B
$554K 0.11%
1,764
CRWD icon
155
CrowdStrike
CRWD
$135B
$554K 0.11%
+1,088
TMO icon
156
Thermo Fisher Scientific
TMO
$215B
$554K 0.11%
1,366
+50
VCEL icon
157
Vericel Corp
VCEL
$1.96B
$550K 0.11%
12,920
AMCR icon
158
Amcor
AMCR
$19.3B
$549K 0.11%
59,768
-4,590
ACN icon
159
Accenture
ACN
$152B
$543K 0.11%
1,818
NVS icon
160
Novartis
NVS
$242B
$538K 0.11%
4,444
+188
VT icon
161
Vanguard Total World Stock ETF
VT
$54.5B
$537K 0.11%
4,180
KFY icon
162
Korn Ferry
KFY
$3.38B
$535K 0.11%
7,300
-750
DE icon
163
Deere & Co
DE
$126B
$528K 0.11%
1,038
-8
BWXT icon
164
BWX Technologies
BWXT
$17.7B
$526K 0.11%
3,650
-1,400
UNP icon
165
Union Pacific
UNP
$131B
$524K 0.11%
2,278
-556
SUSA icon
166
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$522K 0.11%
+4,116
GVI icon
167
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$520K 0.11%
+4,866
ADI icon
168
Analog Devices
ADI
$112B
$515K 0.11%
2,164
EWC icon
169
iShares MSCI Canada ETF
EWC
$3.33B
$512K 0.11%
11,080
CAT icon
170
Caterpillar
CAT
$264B
$509K 0.1%
1,312
-490
SPYM
171
State Street SPDR Portfolio S&P 500 ETF
SPYM
$89.2B
$509K 0.1%
7,000
LMAT icon
172
LeMaitre Vascular
LMAT
$1.97B
$502K 0.1%
6,050
-1,100
INGR icon
173
Ingredion
INGR
$6.91B
$502K 0.1%
3,700
AMD icon
174
Advanced Micro Devices
AMD
$380B
$493K 0.1%
+3,476
BA icon
175
Boeing
BA
$148B
$489K 0.1%
+2,336
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