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
376
$1.78M 0.01%
10,668
-52,571
377
$1.77M 0.01%
+50,414
378
$1.74M 0.01%
239,466
-142,882
379
$1.72M 0.01%
66,254
+31,086
380
$1.71M 0.01%
86,358
+33,900
381
$1.68M 0.01%
54,243
-18,600
382
$1.68M 0.01%
+11,374
383
$1.66M 0.01%
+12,455
384
$1.66M 0.01%
45,187
-65,853
385
$1.64M 0.01%
35,654
+19,250
386
$1.62M 0.01%
76,862
-17,404
387
$1.62M 0.01%
355,575
-1,656,680
388
$1.62M 0.01%
21,140
-54,615
389
$1.58M 0.01%
16,572
-125,218
390
$1.58M 0.01%
+19,211
391
$1.57M 0.01%
48,031
-15,187
392
$1.57M 0.01%
122,589
+97,221
393
$1.57M 0.01%
90,375
+66,171
394
$1.56M 0.01%
111,051
-180,266
395
$1.55M 0.01%
25,457
-12,168
396
$1.51M 0.01%
+17,777
397
$1.49M 0.01%
25,300
+9,927
398
$1.49M 0.01%
+77,392
399
$1.47M 0.01%
51,551
+29,017
400
$1.46M 0.01%
24,617
+13,400
14 15
16
17 18