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
$2.43B
AUM Growth
-$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$32.8M
3
+$32.6M
4
JPM icon
JPMorgan Chase
JPM
+$31.4M
5
LMT icon
Lockheed Martin
LMT
+$29.6M

Top Sells

1
+$56.6M
2
+$38.1M
3
+$32.8M
4
QCOM icon
Qualcomm
QCOM
+$32.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30.1M

Sector Composition

1 Technology 19.47%
2 Financials 16.97%
3 Healthcare 14.29%
4 Consumer Discretionary 10.27%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-10,340
902
– –
0
903
– –
-10,576
904
– –
0
905
– –
-141,709
906
– –
-75,873
907
– –
-33,111
908
– –
-3,031
909
– –
-72,620
910
– –
-3,436
911
– –
0
912
– –
-14,999
913
– –
-23,188
914
– –
0
915
– –
-175,405
916
– –
0
917
– –
-15,731
918
– –
-44,295
919
– –
0
920
– –
-17,540
921
– –
0
922
– –
-30,931
923
– –
-148,711
924
– –
-121,843
925
– –
0
35 36
37
38 39