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
426
$1.18M 0.01%
+38,107
427
$1.18M 0.01%
36,965
+7,664
428
$1.15M 0.01%
17,928
-179
429
$1.15M 0.01%
22,365
-46,768
430
$1.07M 0.01%
212,949
-21,294
431
$1.05M 0.01%
17,706
-17,748
432
$1.05M 0.01%
+172,802
433
$1.04M 0.01%
30,429
-24,135
434
$1.04M 0.01%
+68,780
435
$1.03M ﹤0.01%
+20,882
436
$1.03M ﹤0.01%
47,803
+24,221
437
$1,000K ﹤0.01%
14,173
-29,008
438
$996K ﹤0.01%
+21,376
439
$991K ﹤0.01%
+64,906
440
$988K ﹤0.01%
+10,473
441
$982K ﹤0.01%
+147,740
442
$982K ﹤0.01%
198,855
-96,926
443
$980K ﹤0.01%
+24,953
444
$959K ﹤0.01%
11,887
-5,246
445
$959K ﹤0.01%
23,460
-70,012
446
$949K ﹤0.01%
+30,375
447
$933K ﹤0.01%
+19,058
448
$928K ﹤0.01%
+166,651
449
$913K ﹤0.01%
21,759
+5,270
450
$888K ﹤0.01%
15,652
-25,298
16 17
18
19 20