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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
$6.89B
AUM Growth
+$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$82.7M
3
+$82M
4
CHTR icon
Charter Communications
CHTR
+$73.4M
5
MCD icon
McDonald's
MCD
+$64.1M

Top Sells

1
+$86.6M
2
+$80.3M
3
+$69.1M
4
AAPL icon
Apple
AAPL
+$67.2M
5
PXD
Pioneer Natural Resource Co.
PXD
+$48.9M

Sector Composition

1 Technology 16.47%
2 Consumer Discretionary 14.42%
3 Healthcare 12.38%
4 Industrials 10.76%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
0
1002
– –
-228,934
1003
– –
0
1004
– –
0
1005
– –
0
1006
– –
-860
1007
– –
-28,200
1008
– –
-28,164
1009
– –
-7,500
1010
– –
-24,600
1011
– –
-4,700
1012
– –
0
1013
– –
-13,600
1014
– –
0
1015
– –
-9,600
1016
– –
-23,800
1017
– –
-17,700
1018
– –
-41,300
1019
– –
0
1020
– –
0
1021
– –
0
1022
– –
-21,100
1023
– –
0
1024
– –
-13,800
1025
– –
0
39 40
41
42 43