Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
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
+$119M
2
+$86.7M
3
+$66.6M
4
CVS icon
CVS Health
CVS
+$58.4M
5
UNH icon
UnitedHealth
UNH
+$55.9M

Top Sells

1
+$123M
2
+$77.7M
3
+$65.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
AMZN icon
Amazon
AMZN
+$37.2M

Sector Composition

1 Technology 22.22%
2 Consumer Discretionary 15.26%
3 Healthcare 13.61%
4 Industrials 9.31%
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%
23,014
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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
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