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
326
$2.69M 0.01%
105,715
+28,287
327
$2.68M 0.01%
33,209
-54,339
328
$2.66M 0.01%
435,246
-102,496
329
$2.64M 0.01%
74,989
-35,789
330
$2.63M 0.01%
23,498
+1,287
331
$2.62M 0.01%
+84,029
332
$2.62M 0.01%
+36,212
333
$2.6M 0.01%
111,899
-225,049
334
$2.58M 0.01%
139,386
-332,171
335
$2.56M 0.01%
355,701
+306,955
336
$2.56M 0.01%
+13,056
337
$2.56M 0.01%
117,715
-58,852
338
$2.54M 0.01%
+90,704
339
$2.48M 0.01%
28,172
-53,038
340
$2.48M 0.01%
21,248
-26,052
341
$2.47M 0.01%
20,265
+1,877
342
$2.44M 0.01%
31,444
+17,439
343
$2.43M 0.01%
150,057
+124,018
344
$2.4M 0.01%
49,572
-8,374
345
$2.38M 0.01%
130,790
+10,724
346
$2.37M 0.01%
130,765
+64,800
347
$2.35M 0.01%
54,820
-15,783
348
$2.33M 0.01%
+47,954
349
$2.33M 0.01%
365,980
+50,683
350
$2.32M 0.01%
27,973
-12,708
12 13
14
15 16