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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
976
– –
-6,400
977
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-12,900
978
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-10,181
979
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0
980
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-5,627
981
– –
-22,883
982
– –
-12,100
983
– –
-119,389
984
– –
-14,000
985
– –
0
986
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-6,000
987
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0
988
– –
-1,161,272
989
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-12,901
990
– –
-2,299,516
991
– –
-6,900
992
– –
0
993
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-313,929
994
– –
-12,700
995
– –
0
996
– –
0
997
– –
0
998
– –
-10,800
999
– –
-140,853
1000
– –
-37,900
38 39
40
41 42