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
$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
876
– –
-10,523
877
– –
-51,814
878
– –
0
879
– –
0
880
– –
-17,829
881
– –
0
882
– –
-164,156
883
– –
-26,426
884
– –
-54,031
885
– –
-107,361
886
– –
-56,836
887
– –
-69,562
888
– –
-11,041
889
– –
-751,264
890
– –
-22,100
891
– –
0
892
– –
-11,500
893
– –
-17,400
894
– –
-49,881
895
– –
-80,400
896
– –
0
897
– –
0
898
– –
-9,109
899
– –
-25,856
900
– –
-146,366
34 35
36
37 38