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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
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-27,200
902
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-17,589
903
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-5,135
904
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0
905
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-7,500
906
– –
-302,900
907
– –
-7,184
908
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0
909
– –
0
910
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-70,082
911
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912
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914
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0
915
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-1,367,465
916
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-10,500
917
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0
918
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-105,969
919
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920
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-67,300
921
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922
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923
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0
924
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0
925
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-156,500
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