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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$99.2M
2
+$91.3M
3
+$82.9M
4
AMZN icon
Amazon
AMZN
+$70.9M
5
MPC icon
Marathon Petroleum
MPC
+$65M

Top Sells

1
+$89.6M
2
+$76.2M
3
+$67.6M
4
NKE icon
Nike
NKE
+$67.4M
5
AVGO icon
Broadcom
AVGO
+$62.9M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.45%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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0
952
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-17,330
953
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0
954
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-38,900
955
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-22,002
956
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957
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-7,428
958
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-4,700
959
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-219,399
960
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-667,203
961
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-39,613
962
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-10,254
963
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-6,700
964
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-13,755
965
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-11,300
966
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-67,800
967
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-33,800
968
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-43,000
969
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0
970
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-1,789
971
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0
972
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-72,580
973
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0
974
– –
-62,902
975
– –
-56,031
37 38
39
40 41