Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.01M 0.03%
13,548
+45
402
$1.01M 0.03%
+56
403
$1M 0.03%
+152,856
404
$997K 0.03%
+41,137
405
$995K 0.03%
13,455
-23,508
406
$992K 0.03%
14,305
+10,965
407
$992K 0.03%
+16,481
408
$980K 0.03%
+159,011
409
$978K 0.03%
+39,909
410
$962K 0.03%
11,007
+3,245
411
$960K 0.03%
+136,621
412
$949K 0.02%
+15,882
413
$944K 0.02%
29,590
-49,426
414
$936K 0.02%
+26,278
415
$931K 0.02%
9,591
-165,944
416
$929K 0.02%
+19,825
417
$927K 0.02%
+49,077
418
$924K 0.02%
+49,399
419
$918K 0.02%
50,865
-634,145
420
$917K 0.02%
+13,066
421
$909K 0.02%
+5,387
422
$891K 0.02%
+44,842
423
$888K 0.02%
+12,260
424
$878K 0.02%
18,168
-14,555
425
$873K 0.02%
+15,434
15 16
17
18 19