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
401
$1.46M 0.01%
16,414
-5,851
402
$1.45M 0.01%
+229,330
403
$1.42M 0.01%
49,992
-77,560
404
$1.41M 0.01%
63,327
+10,659
405
$1.4M 0.01%
23,336
-7,489
406
$1.37M 0.01%
+18,763
407
$1.35M 0.01%
12,024
-14,547
408
$1.35M 0.01%
105,666
+73,786
409
$1.31M 0.01%
22,490
-5,388
410
$1.31M 0.01%
97,080
+31,996
411
$1.3M 0.01%
+23,850
412
$1.27M 0.01%
+78,206
413
$1.27M 0.01%
+65,614
414
$1.27M 0.01%
114,359
-17,322
415
$1.27M 0.01%
+42,000
416
$1.26M 0.01%
+105,977
417
$1.24M 0.01%
75,884
-33,950
418
$1.22M 0.01%
65,047
-83,274
419
$1.21M 0.01%
+59,881
420
$1.21M 0.01%
+108,742
421
$1.21M 0.01%
24,145
-29,295
422
$1.2M 0.01%
20,767
-230
423
$1.2M 0.01%
+27,700
424
$1.2M 0.01%
61,877
-294,902
425
$1.19M 0.01%
+40,495
15 16
17
18 19