CFMC
Curbstone Financial Management Corp Portfolio holdings
AUM
$487M
This Quarter Return
+2.29%
1 Year Return
+13.71%
3 Year Return
+48.52%
5 Year Return
+72.88%
10 Year Return
+151.47%
AUM
$381M
AUM Growth
+$381M
(+3.6%)
Cap. Flow
+$7.12M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
30.31%
Holding
178
New
9
Increased
62
Reduced
77
Closed
4
Top Buys
Top Sells
1 |
DuPont de Nemours
DD
|
$2.02M |
2 |
BMS
Bemis
BMS
|
$915K |
3 |
Microsoft
MSFT
|
$639K |
4 |
FedEx
FDX
|
$564K |
5 |
Lowe's Companies
LOW
|
$460K |
Sector Composition
1 | Technology | 8.25% |
2 | Healthcare | 7.53% |
3 | Industrials | 6.14% |
4 | Financials | 5.43% |
5 | Consumer Staples | 4.79% |