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
351
$2.3M 0.01%
+28,080
352
$2.24M 0.01%
+41,775
353
$2.24M 0.01%
92,290
+35,876
354
$2.16M 0.01%
77,758
-228,622
355
$2.14M 0.01%
81,446
+6,859
356
$2.12M 0.01%
61,126
-3,554
357
$2.11M 0.01%
+56,904
358
$2.11M 0.01%
+36,356
359
$2.1M 0.01%
+37,144
360
$2.09M 0.01%
141,134
-122,009
361
$2.06M 0.01%
13,553
+3,076
362
$2.05M 0.01%
+15,544
363
$1.99M 0.01%
+12,161
364
$1.94M 0.01%
35,559
-1,968
365
$1.94M 0.01%
117,114
+69,594
366
$1.9M 0.01%
+28,060
367
$1.9M 0.01%
+33,052
368
$1.89M 0.01%
10,200
-10,960
369
$1.89M 0.01%
12,408
-6,935
370
$1.87M 0.01%
14,068
-7,818
371
$1.81M 0.01%
53,020
-11,771
372
$1.8M 0.01%
+33,310
373
$1.8M 0.01%
+11,057
374
$1.79M 0.01%
+25,386
375
$1.79M 0.01%
157,964
+41,022
13 14
15
16 17