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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
876
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-28,698
877
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0
878
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-46,863
879
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-288,933
880
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0
881
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-103,628
882
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-13,356
883
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0
884
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-226,002
885
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0
886
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-4,540
887
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0
888
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0
889
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-6,500
890
– –
-121,803
891
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-62,409
892
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0
893
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894
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0
895
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-79,400
896
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-143,263
897
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-13,466
898
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0
899
– –
-37,912
900
– –
-65,901
34 35
36
37 38