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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
$4.46B
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$75.3M
3
+$74.4M
4
ORCL icon
Oracle
ORCL
+$71M
5
YUM icon
Yum! Brands
YUM
+$65.3M

Top Sells

1
+$87M
2
+$85.4M
3
+$76.8M
4
MO icon
Altria Group
MO
+$62.8M
5
MSFT icon
Microsoft
MSFT
+$59.7M

Sector Composition

1 Consumer Discretionary 15.4%
2 Industrials 13.15%
3 Energy 12.37%
4 Technology 10.61%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
0
902
– –
-6,000
903
– –
-56,887
904
– –
-74,259
905
– –
0
906
– –
0
907
– –
-24,200
908
– –
-86,373
909
– –
0
910
– –
0
911
– –
-1,098,638
912
– –
0
913
– –
-41,100
914
– –
-4,512
915
– –
-6,012
916
– –
-7,800
917
– –
0
918
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0
919
– –
-14,024
920
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0
921
– –
-99,475
922
– –
-12,304
923
– –
0
924
– –
-12,264
925
– –
-127,703
35 36
37
38 39