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
276
$3.62M 0.02%
+14,619
277
$3.58M 0.02%
109,627
+78,205
278
$3.56M 0.02%
217,683
+146,345
279
$3.55M 0.02%
63,000
+33,193
280
$3.54M 0.02%
103,727
+75,479
281
$3.51M 0.02%
37,545
+10,308
282
$3.5M 0.02%
+34,600
283
$3.49M 0.02%
115,215
-15,119
284
$3.45M 0.02%
+49,525
285
$3.44M 0.02%
142,910
+103,592
286
$3.41M 0.02%
125,022
+90,041
287
$3.39M 0.02%
+82,451
288
$3.38M 0.02%
83,832
-47,327
289
$3.37M 0.02%
153,564
-17,902
290
$3.36M 0.02%
+63,881
291
$3.35M 0.02%
15,483
-42,225
292
$3.27M 0.02%
125,124
-15,809
293
$3.27M 0.02%
78,674
+8,669
294
$3.27M 0.02%
55,633
+7,600
295
$3.2M 0.02%
31,736
-22,788
296
$3.2M 0.02%
59,756
+22,042
297
$3.18M 0.02%
20,576
+6,295
298
$3.17M 0.02%
124,278
+46,555
299
$3.16M 0.02%
349,091
+51,995
300
$3.13M 0.02%
+122,840
10 11
12
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