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
$4.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$59.9M
3
+$59.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.2M
5
INTU icon
Intuit
INTU
+$46.1M

Top Sells

1
+$78.3M
2
+$75.4M
3
+$60.9M
4
BABA icon
Alibaba
BABA
+$48.1M
5
SBUX icon
Starbucks
SBUX
+$40.3M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 15.45%
3 Financials 13.64%
4 Healthcare 13.39%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
0
827
– –
0
828
– –
-70,452
829
– –
0
830
– –
-27,700
831
– –
-25,146
832
– –
0
833
– –
0
834
– –
-15,000
835
– –
0
836
– –
0
837
– –
-11,293
838
– –
0
839
– –
-10,800
840
– –
-8,115
841
– –
-55,963
842
– –
0
843
– –
0
844
– –
0
845
– –
-13,425
846
– –
-10,300
847
– –
-8,100
848
– –
-1,709
849
– –
-25,190
850
– –
-178,700
32 33
34
35 36