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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
$3.88B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$87.5M
3
+$86.1M
4
PEP icon
PepsiCo
PEP
+$79.9M
5
SBUX icon
Starbucks
SBUX
+$74.5M

Top Sells

1
+$64.9M
2
+$60.3M
3
+$59.5M
4
AXP icon
American Express
AXP
+$45.9M
5
CAT icon
Caterpillar
CAT
+$42.2M

Sector Composition

1 Consumer Discretionary 13.71%
2 Industrials 13.67%
3 Consumer Staples 11.15%
4 Energy 11.02%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-31,100
1002
– –
-8,056
1003
– –
0
1004
– –
-9,812
1005
– –
-409
1006
– –
-3,000
1007
– –
0
1008
– –
-57,067
1009
– –
-12,002
1010
– –
-33,286
1011
– –
0
1012
– –
0
1013
– –
-5,600
1014
– –
0
1015
– –
-5,202
1016
– –
0
1017
– –
0
1018
– –
0
1019
– –
0
1020
– –
0
1021
– –
-401,448
1022
– –
-366,150
1023
– –
0
1024
– –
-18,085
1025
– –
0
39 40
41
42 43