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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
$3.46B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$61.3M
3
+$54M
4
CAT icon
Caterpillar
CAT
+$52.2M
5
MON
Monsanto Co
MON
+$46.6M

Top Sells

1
+$374M
2
+$98.9M
3
+$83M
4
PFE icon
Pfizer
PFE
+$58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$51.3M

Sector Composition

1 Industrials 18.4%
2 Consumer Discretionary 14.21%
3 Technology 14.19%
4 Energy 9.82%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$94K ﹤0.01%
1,218
-1,062
602
$93K ﹤0.01%
3,829
-13,033
603
– –
-17,900
604
– –
0
605
– –
0
606
– –
-24,710
607
– –
-10,800
608
– –
-595,173
609
– –
-16,301
610
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0
611
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-75,119
612
– –
-2,853
613
– –
0
614
– –
-206,652
615
– –
0
616
– –
-122,711
617
– –
-60,797
618
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-51,414
619
– –
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620
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0
621
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-222,738
622
– –
-10,800
623
– –
-119,029
624
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0
625
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-136,908
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