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
$3.46B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$75.4M
2
+$58M
3
+$50.4M
4
CAT icon
Caterpillar
CAT
+$48.7M
5
MON
Monsanto Co
MON
+$44.8M

Top Sells

1
+$373M
2
+$102M
3
+$79.3M
4
PFE icon
Pfizer
PFE
+$58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$52.1M

Sector Composition

1 Industrials 18.4%
2 Consumer Discretionary 14.21%
3 Technology 14.2%
4 Energy 9.82%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$556K 0.01%
+3,816
452
$552K 0.01%
+12,067
453
$550K 0.01%
+19,570
454
$546K 0.01%
+23,951
455
$546K 0.01%
+22,300
456
$545K 0.01%
+13,738
457
$537K 0.01%
+76,356
458
$530K 0.01%
+46,480
459
$517K 0.01%
+12,881
460
$515K 0.01%
+23,520
461
$508K 0.01%
10,282
-59,746
462
$502K 0.01%
+14,100
463
$494K 0.01%
+8,519
464
$491K 0.01%
+31,651
465
$484K 0.01%
6,857
-267,821
466
$482K 0.01%
18,399
+11,299
467
$478K 0.01%
+5,900
468
$477K 0.01%
+20,400
469
$471K 0.01%
+4,073
470
$470K 0.01%
+62,724
471
$469K 0.01%
32,909
-41,630
472
$468K 0.01%
6,200
-37,581
473
$455K 0.01%
7,500
+600
474
$455K 0.01%
11,977
-30,303
475
$453K 0.01%
8,659
-203,302
17 18
19
20 21