We are live on ! Find out more
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
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-3,200
1002
– –
-9,481
1003
– –
0
1004
– –
-331,300
1005
– –
-41,007
1006
– –
-9,500
1007
– –
0
1008
– –
-4,793
1009
– –
-71,179
1010
– –
-17,000
1011
– –
-106,400
1012
– –
-326,527
1013
– –
-29,459
1014
– –
0
1015
– –
-31,700
1016
– –
0
1017
– –
-58,293
1018
– –
-41,454
1019
– –
0
1020
– –
-494,230
1021
– –
-89,792
1022
– –
-30,200
1023
– –
-18,000
1024
– –
-66,000
1025
– –
0
39 40
41
42 43