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
$3.46B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,236
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$61.3M
3
+$54M
4
CAT icon
Caterpillar
CAT
+$52.2M
5
MON
Monsanto Co
MON
+$46.6M

Top Sells

1
+$374M
2
+$98.9M
3
+$83M
4
PFE icon
Pfizer
PFE
+$58M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$51.3M

Sector Composition

1 Industrials 18.4%
2 Consumer Discretionary 14.21%
3 Technology 14.19%
4 Energy 9.82%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-3,425
802
– –
-227,841
803
– –
-5,232
804
– –
0
805
– –
0
806
– –
-121,282
807
– –
-137,752
808
– –
-22,672
809
– –
-75,105
810
– –
0
811
– –
-43,000
812
– –
-37,573
813
– –
-165,700
814
– –
-14,566
815
– –
0
816
– –
-121,187
817
– –
-12,400
818
– –
-3,561
819
– –
-3,831
820
– –
0
821
– –
-30,800
822
– –
0
823
– –
-112,460
824
– –
-121
825
– –
-4,400
31 32
33
34 35