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
$3.24B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$62.9M
3
+$48.2M
4
SPGI icon
S&P Global
SPGI
+$34.4M
5
JPM icon
JPMorgan Chase
JPM
+$33.9M

Top Sells

1
+$71.1M
2
+$70.9M
3
+$62.8M
4
EBAY icon
eBay
EBAY
+$50.8M
5
WFC icon
Wells Fargo
WFC
+$40.9M

Sector Composition

1 Technology 22.4%
2 Financials 15.67%
3 Consumer Discretionary 13.93%
4 Healthcare 11.52%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-33,823
752
– –
0
753
– –
-16,187
754
– –
0
755
– –
-12,459
756
– –
0
757
– –
-11,383
758
– –
-68,266
759
– –
-16,529
760
– –
-59,739
761
– –
-16,381
762
– –
-285,609
763
– –
-42,600
764
– –
0
765
– –
-23,645
766
– –
0
767
– –
-1,540
768
– –
0
769
– –
0
770
– –
-33,331
771
– –
-36,459
772
– –
0
773
– –
-10,573
774
– –
-34,945
775
– –
-111,617
29 30
31
32 33