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
$4.46B
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
776
– –
-49,556
777
– –
-52,808
778
– –
-156,543
779
– –
0
780
– –
-59,421
781
– –
-112,666
782
– –
-11,200
783
– –
-4,904
784
– –
-6,107
785
– –
-7,246
786
– –
0
787
– –
0
788
– –
0
789
– –
-25,324
790
– –
-43,721
791
– –
-38,600
792
– –
-212,767
793
– –
0
794
– –
-6,790
795
– –
0
796
– –
-123,299
797
– –
-71,592
798
– –
0
799
– –
0
800
– –
-15,800
30 31
32
33 34