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
$3.77B
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$84.5M
2
+$62M
3
+$50.6M
4
XOM icon
Exxon Mobil
XOM
+$38.7M
5
MPC icon
Marathon Petroleum
MPC
+$35.7M

Top Sells

1
+$209M
2
+$46.6M
3
+$39.8M
4
ISRG icon
Intuitive Surgical
ISRG
+$38.3M
5
WMT icon
Walmart Inc
WMT
+$37.8M

Sector Composition

1 Technology 21.67%
2 Consumer Discretionary 14.99%
3 Communication Services 12.35%
4 Industrials 11.41%
5 Energy 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-64,328
702
– –
0
703
– –
0
704
– –
0
705
– –
0
706
– –
-323,607
707
– –
0
708
– –
0
709
– –
0
710
– –
-10,978
711
– –
0
712
– –
-74,560
713
– –
0
714
– –
0
715
– –
-14,807
716
– –
0
717
– –
-31,143
718
– –
-62,408
719
– –
0
720
– –
-13,289
721
– –
0
722
– –
-23,162
723
– –
-10,322
724
– –
0
725
– –
-23,760
27 28
29
30 31