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
$3.24B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$62.9M
3
+$48.2M
4
SPGI icon
S&P Global
SPGI
+$34.4M
5
JPM icon
JPMorgan Chase
JPM
+$33.9M

Top Sells

1
+$71.1M
2
+$70.9M
3
+$62.8M
4
EBAY icon
eBay
EBAY
+$50.8M
5
WFC icon
Wells Fargo
WFC
+$40.9M

Sector Composition

1 Technology 22.4%
2 Financials 15.67%
3 Consumer Discretionary 13.93%
4 Healthcare 11.52%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$281K 0.01%
+11,448
502
$281K 0.01%
24,728
-3,166
503
$278K 0.01%
32,498
-43,999
504
$276K 0.01%
+17,151
505
$274K 0.01%
69,958
-96,771
506
$273K 0.01%
+497
507
$269K 0.01%
+29,557
508
$268K 0.01%
+23,996
509
$262K 0.01%
+14,671
510
$262K 0.01%
+14,651
511
$258K 0.01%
+17,753
512
$257K 0.01%
+38,717
513
$251K 0.01%
+7,433
514
$250K 0.01%
+16,999
515
$247K 0.01%
+13,881
516
$246K 0.01%
+11,278
517
$244K 0.01%
15,035
-7,768
518
$241K 0.01%
+13,575
519
$240K 0.01%
+11,493
520
$240K 0.01%
+12,248
521
$237K 0.01%
+10,758
522
$235K 0.01%
+17,213
523
$225K 0.01%
+14,403
524
$222K 0.01%
15,199
-117,873
525
$220K 0.01%
+11,285
19 20
21
22 23