Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$90.4M
3
+$63.9M
4
UNH icon
UnitedHealth
UNH
+$54.7M
5
CVS icon
CVS Health
CVS
+$51.7M

Top Sells

1
+$87.2M
2
+$73.3M
3
+$65.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$64.7M
5
AMZN icon
Amazon
AMZN
+$39.7M

Sector Composition

1 Technology 22.32%
2 Consumer Discretionary 15.26%
3 Healthcare 13.61%
4 Industrials 9.3%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.11M 0.02%
21,461
-14,949
252
$4.09M 0.02%
18,102
+1,121
253
$4.08M 0.02%
830,461
-26,775
254
$4.04M 0.02%
63,951
-24,205
255
$4.04M 0.02%
102,067
+85,944
256
$4.01M 0.02%
107,656
-2,233
257
$3.96M 0.02%
122,334
-132,063
258
$3.96M 0.02%
+80,647
259
$3.94M 0.02%
128,451
-39,609
260
$3.89M 0.02%
+58,764
261
$3.88M 0.02%
39,628
+63
262
$3.87M 0.02%
+58,037
263
$3.87M 0.02%
55,222
+6,014
264
$3.86M 0.02%
110,369
-13,808
265
$3.83M 0.02%
195,317
-21,596
266
$3.83M 0.02%
80,053
+18,656
267
$3.8M 0.02%
194,539
+179,643
268
$3.8M 0.02%
+29,406
269
$3.75M 0.02%
+41,040
270
$3.73M 0.02%
+29,345
271
$3.71M 0.02%
161,487
-173,279
272
$3.7M 0.02%
18,485
+7,912
273
$3.7M 0.02%
23,580
-16,533
274
$3.69M 0.02%
17,710
-62,309
275
$3.68M 0.02%
804,167
+255,173
9 10
11
12 13