Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.89B
AUM Growth
+$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$316M
2
+$79.8M
3
+$72.8M
4
CHTR icon
Charter Communications
CHTR
+$72.6M
5
MCD icon
McDonald's
MCD
+$65.7M

Top Sells

1
+$92.7M
2
+$81.5M
3
+$68M
4
EOG icon
EOG Resources
EOG
+$66.3M
5
HD icon
Home Depot
HD
+$47M

Sector Composition

1 Technology 16.47%
2 Consumer Discretionary 14.42%
3 Healthcare 12.38%
4 Industrials 10.75%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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927
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928
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929
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930
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931
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932
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933
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-37,924
934
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935
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936
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937
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938
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939
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940
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941
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942
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943
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944
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945
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-317,280
946
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947
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0
948
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-221,286
949
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-12,305
950
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0
36 37
38
39 40