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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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-6,383
1002
– –
-171,203
1003
– –
-20,800
1004
– –
0
1005
– –
0
1006
– –
-211,156
1007
– –
0
1008
– –
0
1009
– –
-130
1010
– –
-152,717
1011
– –
-125,310
1012
– –
-41,840
1013
– –
-40,400
1014
– –
-18,835
1015
– –
-59,122
1016
– –
-66,406
1017
– –
-73,255
1018
– –
0
1019
– –
-4,000
1020
– –
-17,547
1021
– –
-160,486
1022
– –
-44,245
1023
– –
-13,475
1024
– –
0
1025
– –
-490,547
39 40
41
42 43