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
$4.53B
AUM Growth
+$501M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$53.2M
3
+$50.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$44.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$41.7M

Top Sells

1
+$79.4M
2
+$55.4M
3
+$53.8M
4
MSFT icon
Microsoft
MSFT
+$51.8M
5
V icon
Visa
V
+$45.3M

Sector Composition

1 Technology 20.53%
2 Consumer Discretionary 15.77%
3 Healthcare 11.91%
4 Industrials 9.25%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
0
877
– –
-26,169
878
– –
0
879
– –
0
880
– –
0
881
– –
0
882
– –
0
883
– –
0
884
– –
0
885
– –
-86,986
886
– –
0
887
– –
-16,872
888
– –
-29,072
889
– –
0
890
– –
0
891
– –
0
892
– –
0
893
– –
-56,099
894
– –
-315,171
895
– –
-434,805
896
– –
0
897
– –
-59,283
898
– –
0
899
– –
0
900
– –
0
34 35
36
37 38