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Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$32.8M
3
+$32.6M
4
JPM icon
JPMorgan Chase
JPM
+$31.4M
5
LMT icon
Lockheed Martin
LMT
+$29.6M

Top Sells

1
+$56.6M
2
+$38.1M
3
+$32.8M
4
QCOM icon
Qualcomm
QCOM
+$32.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30.1M

Sector Composition

1 Technology 19.47%
2 Financials 16.97%
3 Healthcare 14.29%
4 Consumer Discretionary 10.27%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-8,059
502
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-8,239
503
– –
-5,443
504
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-60,852
505
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-22,528
506
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-2,468
507
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-9,386
508
– –
-15,122
509
– –
0
510
– –
-167,867
511
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-24,162
512
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-29,304
513
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-9,855
514
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0
515
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-34,206
516
– –
0
517
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-386,400
518
– –
-498,390
519
– –
0
520
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0
521
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-5,310
522
– –
-41,050
523
– –
-21,897
524
– –
-11,929
525
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-19,455
19 20
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