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
$6.62B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$82.1M
3
+$81.4M
4
ABBV icon
AbbVie
ABBV
+$80.9M
5
C icon
Citigroup
C
+$77.9M

Top Sells

1
+$115M
2
+$73.3M
3
+$63.4M
4
MCD icon
McDonald's
MCD
+$59.4M
5
CVX icon
Chevron
CVX
+$57.2M

Sector Composition

1 Consumer Discretionary 15.04%
2 Technology 14.13%
3 Healthcare 13.61%
4 Financials 12.91%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.96M 0.01%
+46,677
477
$1.95M 0.01%
49,389
+31,189
478
$1.92M 0.01%
+251,679
479
$1.9M 0.01%
45,072
-295,100
480
$1.9M 0.01%
+25,588
481
$1.9M 0.01%
12,468
+5,900
482
$1.89M 0.01%
+73,925
483
$1.89M 0.01%
30,157
-3,782
484
$1.88M 0.01%
9,236
-74,201
485
$1.88M 0.01%
83,556
-259,238
486
$1.87M 0.01%
+19,971
487
$1.87M 0.01%
83,709
-223,760
488
$1.86M 0.01%
8,435
-2,843
489
$1.84M 0.01%
18,400
+16,000
490
$1.83M 0.01%
31,545
+26,063
491
$1.82M 0.01%
+38,290
492
$1.82M 0.01%
+29,100
493
$1.8M 0.01%
+43,020
494
$1.8M 0.01%
+75,311
495
$1.79M 0.01%
+20,600
496
$1.79M 0.01%
6,100
+4,300
497
$1.77M 0.01%
48,567
+16,497
498
$1.77M 0.01%
+8,649
499
$1.75M 0.01%
195,913
-610,625
500
$1.73M 0.01%
+132,271
18 19
20
21 22