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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
$6.45B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$63.3M
3
+$57.3M
4
NKE icon
Nike
NKE
+$49.5M
5
JPM icon
JPMorgan Chase
JPM
+$48.1M

Top Sells

1
+$163M
2
+$116M
3
+$68.1M
4
XYZ
Block Inc
XYZ
+$59.6M
5
CMCSA icon
Comcast
CMCSA
+$54.8M

Sector Composition

1 Consumer Discretionary 19.21%
2 Financials 14.07%
3 Industrials 12.75%
4 Technology 12.57%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-7,200
852
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853
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-26,500
854
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-12,900
855
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-5,200
856
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-12,600
857
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-121,475
858
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-260,215
859
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-17,600
860
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-22,800
861
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-29,100
862
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-48,567
863
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-27,361
864
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-15,379
865
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-39,300
866
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-5,900
867
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-19,600
868
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-119,567
869
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-11,181
870
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0
871
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-8,100
872
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-7,900
873
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0
874
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0
875
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0
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