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
$400M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$538K
2 +$507K
3 +$483K
4
EMR icon
Emerson Electric
EMR
+$479K
5
MDLZ icon
Mondelez International
MDLZ
+$425K

Top Sells

1 +$4.49M
2 +$4.4M
3 +$4.37M
4
UNH icon
UnitedHealth
UNH
+$1.07M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.06M

Sector Composition

1 Technology 8.58%
2 Healthcare 8.24%
3 Consumer Staples 5.71%
4 Industrials 5.47%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-15,328
177
-6,150