Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$86M
3
+$76.9M
4
LOW icon
Lowe's Companies
LOW
+$67.8M
5
CF icon
CF Industries
CF
+$60M

Top Sells

1
+$95M
2
+$90.9M
3
+$81.1M
4
V icon
Visa
V
+$80.4M
5
LYB icon
LyondellBasell Industries
LYB
+$56.6M

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 13.14%
3 Energy 11.41%
4 Industrials 11.28%
5 Healthcare 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-15,804
827
– –
-180,878
828
– –
-6,500
829
– –
0
830
– –
0
831
– –
0
832
– –
-6,087
833
– –
0
834
– –
-37,800
835
– –
-4,600
836
– –
-26,900
837
– –
0
838
– –
0
839
– –
0
840
– –
-9,186
841
– –
-33,200
842
– –
0
843
– –
-956,705
844
– –
0
845
– –
-286,192
846
– –
-52,067
847
– –
0
848
– –
0
849
– –
-533,882
850
– –
0
32 33
34
35 36