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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$91.3M
3
+$82.9M
4
AMZN icon
Amazon
AMZN
+$70.9M
5
MPC icon
Marathon Petroleum
MPC
+$65M

Top Sells

1
+$89.6M
2
+$76.2M
3
+$67.6M
4
NKE icon
Nike
NKE
+$67.4M
5
AVGO icon
Broadcom
AVGO
+$62.9M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.45%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$590K 0.01%
+11,900
627
$590K 0.01%
16,800
-7,744
628
$590K 0.01%
+11,759
629
$588K 0.01%
+9,649
630
$583K 0.01%
+24,542
631
$581K 0.01%
+22,800
632
$576K 0.01%
+8,590
633
$567K 0.01%
+22,500
634
$565K 0.01%
33,720
-13,500
635
$557K 0.01%
+47,948
636
$556K 0.01%
25,184
-130,094
637
$554K 0.01%
+18,630
638
$539K ﹤0.01%
+19,800
639
$538K ﹤0.01%
12,076
-66,671
640
$533K ﹤0.01%
12,268
-18,590
641
$531K ﹤0.01%
22,613
-4,712
642
$528K ﹤0.01%
+19,365
643
$526K ﹤0.01%
+26,889
644
$517K ﹤0.01%
9,300
+4,300
645
$517K ﹤0.01%
5,368
-552
646
$516K ﹤0.01%
5,500
+2,846
647
$513K ﹤0.01%
17,900
-75,190
648
$510K ﹤0.01%
+4,192
649
$499K ﹤0.01%
9,882
-8,199
650
$496K ﹤0.01%
9,900
-83,207
24 25
26
27 28