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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
726
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0
727
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728
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-5,153
729
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-6,700
730
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0
731
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-18,025
732
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-19,300
733
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0
734
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-121,449
735
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0
736
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-9,000
737
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-2,759
738
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-29,435
739
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740
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-10,664
741
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-5,400
742
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-153,478
743
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744
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0
745
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0
746
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-20,900
747
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748
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-3,699
749
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0
750
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-1,600,816
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