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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
$3.64B
AUM Growth
-$675M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$73.4M
2
+$72.6M
3
+$46.5M
4
MA icon
Mastercard
MA
+$43.9M
5
V icon
Visa
V
+$40.7M

Top Sells

1
+$403M
2
+$82.1M
3
+$55.5M
4
LYB icon
LyondellBasell Industries
LYB
+$54.4M
5
WBA
Walgreens Boots Alliance
WBA
+$47.4M

Sector Composition

1 Consumer Discretionary 13.7%
2 Industrials 11.75%
3 Technology 10.32%
4 Communication Services 10.12%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$100K ﹤0.01%
+14,042
752
$96K ﹤0.01%
1,070
-1,343
753
$86K ﹤0.01%
+12,400
754
$85K ﹤0.01%
+10,236
755
– –
0
756
– –
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757
– –
-17,216
758
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0
759
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760
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761
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762
– –
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763
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764
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765
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766
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767
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768
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769
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770
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771
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772
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773
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774
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775
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-289,186
29 30
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