Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$32.8M
3
+$32.6M
4
JPM icon
JPMorgan Chase
JPM
+$31.4M
5
LMT icon
Lockheed Martin
LMT
+$29.6M

Top Sells

1
+$56.6M
2
+$38.1M
3
+$32.8M
4
QCOM icon
Qualcomm
QCOM
+$32.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30.1M

Sector Composition

1 Technology 19.47%
2 Financials 16.97%
3 Healthcare 14.29%
4 Consumer Discretionary 10.27%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$538K 0.02%
14,001
-3,991
427
$536K 0.02%
+47,292
428
$518K 0.02%
833
-202
429
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125,390
-86,664
430
$481K 0.02%
32,886
-38,840
431
$480K 0.02%
+46,733
432
$479K 0.02%
12,472
-55,486
433
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+18,331
434
$464K 0.02%
+11,044
435
$451K 0.02%
+10,544
436
$447K 0.02%
18,921
-10,793
437
$446K 0.02%
20,730
-41,678
438
$440K 0.02%
62,624
+46,847
439
$425K 0.02%
12,395
-7,414
440
$414K 0.02%
30,074
-46,200
441
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442
$403K 0.02%
+34,385
443
$400K 0.02%
13,713
-281,446
444
$387K 0.02%
43,683
+11,113
445
$370K 0.02%
38,309
-56,205
446
$367K 0.02%
+40,989
447
$366K 0.02%
+2,644
448
$363K 0.01%
15,336
+33
449
$362K 0.01%
+43,129
450
$362K 0.01%
10,118
-11,626
16 17
18
19 20