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
476
$696K ﹤0.01%
+21,479
477
$696K ﹤0.01%
+25,376
478
$690K ﹤0.01%
18,106
-3,248
479
$689K ﹤0.01%
+18,876
480
$687K ﹤0.01%
39,337
-5,958
481
$680K ﹤0.01%
13,503
-23,818
482
$675K ﹤0.01%
43,350
+19,115
483
$671K ﹤0.01%
+12,310
484
$650K ﹤0.01%
+89,353
485
$643K ﹤0.01%
+10,528
486
$597K ﹤0.01%
73,459
-2,242
487
$593K ﹤0.01%
10,687
-27,251
488
$590K ﹤0.01%
+10,632
489
$589K ﹤0.01%
+17,324
490
$585K ﹤0.01%
+48,789
491
$583K ﹤0.01%
+15,231
492
$582K ﹤0.01%
230,140
+8,100
493
$577K ﹤0.01%
14,398
+1,081
494
$573K ﹤0.01%
+19,148
495
$568K ﹤0.01%
36,860
-135,692
496
$554K ﹤0.01%
12,241
-48,013
497
$545K ﹤0.01%
+65,294
498
$544K ﹤0.01%
10,938
-3,274
499
$535K ﹤0.01%
+37,093
500
$532K ﹤0.01%
+10,153
18 19
20
21 22