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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
$3.88B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$87.5M
3
+$86.1M
4
PEP icon
PepsiCo
PEP
+$79.9M
5
SBUX icon
Starbucks
SBUX
+$74.5M

Top Sells

1
+$64.9M
2
+$60.3M
3
+$59.5M
4
AXP icon
American Express
AXP
+$45.9M
5
CAT icon
Caterpillar
CAT
+$42.2M

Sector Composition

1 Consumer Discretionary 13.71%
2 Industrials 13.67%
3 Consumer Staples 11.15%
4 Energy 11.02%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-5,900
752
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0
753
– –
-923,423
754
– –
-12,800
755
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-80,850
756
– –
-99,728
757
– –
-10,300
758
– –
0
759
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0
760
– –
-21,162
761
– –
-6,050
762
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-3,700
763
– –
-1,555
764
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-77,126
765
– –
0
766
– –
-57,321
767
– –
0
768
– –
0
769
– –
-24,300
770
– –
-217,584
771
– –
0
772
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0
773
– –
-34,286
774
– –
-20,700
775
– –
-105,541
29 30
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