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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
$4.46B
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$75.3M
3
+$74.4M
4
ORCL icon
Oracle
ORCL
+$71M
5
YUM icon
Yum! Brands
YUM
+$65.3M

Top Sells

1
+$87M
2
+$85.4M
3
+$76.8M
4
MO icon
Altria Group
MO
+$62.8M
5
MSFT icon
Microsoft
MSFT
+$59.7M

Sector Composition

1 Consumer Discretionary 15.4%
2 Industrials 13.15%
3 Energy 12.37%
4 Technology 10.61%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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-12,884
703
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-893
704
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705
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0
706
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-16,923
707
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-4,051
708
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0
709
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-3,363
710
– –
-17,574
711
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712
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713
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0
714
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-122,354
715
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-23,149
716
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0
717
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718
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0
719
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-66,015
720
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-5,745
721
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-3,564
722
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0
723
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-135,105
724
– –
-19,300
725
– –
-2,195
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