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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
801
– –
-6,200
802
– –
-7,000
803
– –
-11,500
804
– –
-58,712
805
– –
-13,814
806
– –
-264,531
807
– –
-27,189
808
– –
-11,633
809
– –
-9,501
810
– –
-37,491
811
– –
-88,328
812
– –
-12,575
813
– –
-8,700
814
– –
-27,400
815
– –
-25,800
816
– –
-135,110
817
– –
-126,231
818
– –
0
819
– –
-2,900
820
– –
-118,702
821
– –
-115,998
822
– –
-13,600
823
– –
-4,090
824
– –
-42,565
825
– –
-6,300
31 32
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