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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
$3.82B
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
726
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-116,235
727
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0
728
– –
-8,890
729
– –
-9,922
730
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0
731
– –
-3,881
732
– –
-199,537
733
– –
-935
734
– –
-354,506
735
– –
-18,800
736
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-7,900
737
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0
738
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-21,965
739
– –
-151,966
740
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0
741
– –
-20,500
742
– –
-25,929
743
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-120,814
744
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-88,802
745
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-74,400
746
– –
0
747
– –
-18,994
748
– –
-163,808
749
– –
-24,159
750
– –
-18,012
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