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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
$6.62B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$90M
3
+$85.3M
4
C icon
Citigroup
C
+$80.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$80.1M

Top Sells

1
+$116M
2
+$62.6M
3
+$61.5M
4
CAT icon
Caterpillar
CAT
+$60.7M
5
AMAT icon
Applied Materials
AMAT
+$58.8M

Sector Composition

1 Consumer Discretionary 15.04%
2 Technology 14.13%
3 Healthcare 13.61%
4 Financials 12.91%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-997,287
1002
– –
0
1003
– –
0
1004
– –
-22,129
1005
– –
0
1006
– –
-125,343
1007
– –
-103,266
1008
– –
0
1009
– –
-11,500
1010
– –
0
1011
– –
-14,560
1012
– –
-287,377
1013
– –
0
1014
– –
-17,327
1015
– –
-10,000
1016
– –
-20,800
1017
– –
0
1018
– –
-96,616
1019
– –
-24,616
1020
– –
-137,240
1021
– –
0
1022
– –
-34,500
1023
– –
-4,729
1024
– –
0
1025
– –
0
39 40
41
42 43