We are live on ! Find out more
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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-4,400
652
– –
-38,575
653
– –
-151,326
654
– –
0
655
– –
-21,094
656
– –
-49,232
657
– –
-27,211
658
– –
-23,064
659
– –
-73,144
660
– –
0
661
– –
0
662
– –
-53,642
663
– –
-89,252
664
– –
-18,300
665
– –
-108,762
666
– –
-171,108
667
– –
0
668
– –
-637
669
– –
-22,099
670
– –
0
671
– –
-37,619
672
– –
-372,655
673
– –
0
674
– –
-54,600
675
– –
0
25 26
27
28 29