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
$4.53B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$53.2M
3
+$50.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$44.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$41.7M

Top Sells

1
+$79.4M
2
+$55.4M
3
+$53.8M
4
MSFT icon
Microsoft
MSFT
+$51.8M
5
V icon
Visa
V
+$45.3M

Sector Composition

1 Technology 20.53%
2 Consumer Discretionary 15.77%
3 Healthcare 11.91%
4 Industrials 9.25%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
0
727
– –
0
728
– –
-29,651
729
– –
0
730
– –
-31,203
731
– –
0
732
– –
0
733
– –
0
734
– –
-19,280
735
– –
-115,607
736
– –
0
737
– –
0
738
– –
-11,494
739
– –
0
740
– –
-25,399
741
– –
-16,731
742
– –
-69,626
743
– –
0
744
– –
-11,058
745
– –
0
746
– –
0
747
– –
0
748
– –
-23,094
749
– –
-36,118
750
– –
-54,610
28 29
30
31 32