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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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-74,092
802
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0
803
– –
-21,097
804
– –
-1,151,670
805
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-37,171
806
– –
0
807
– –
-35,208
808
– –
-191,327
809
– –
-66,414
810
– –
-99,662
811
– –
-227,350
812
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0
813
– –
-204,600
814
– –
-997,401
815
– –
-17,239
816
– –
-40,119
817
– –
0
818
– –
0
819
– –
-18,335
820
– –
-18,546
821
– –
0
822
– –
-22,209
823
– –
-49,200
824
– –
0
825
– –
-48,403
31 32
33
34 35