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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
$6.45B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$63.3M
3
+$57.3M
4
NKE icon
Nike
NKE
+$49.5M
5
JPM icon
JPMorgan Chase
JPM
+$48.1M

Top Sells

1
+$163M
2
+$116M
3
+$68.1M
4
XYZ
Block Inc
XYZ
+$59.6M
5
CMCSA icon
Comcast
CMCSA
+$54.8M

Sector Composition

1 Consumer Discretionary 19.21%
2 Financials 14.07%
3 Industrials 12.75%
4 Technology 12.57%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-10,700
1002
– –
0
1003
– –
0
1004
– –
0
1005
– –
-13,430
1006
– –
-11,500
1007
– –
0
1008
– –
-2,479
1009
– –
-12,100
1010
– –
-12,974
1011
– –
0
1012
– –
-45,072
1013
– –
-10,500
1014
– –
0
1015
– –
-11,364
1016
– –
-18,200
1017
– –
0
1018
– –
-35,998
1019
– –
0
1020
– –
0
1021
– –
-9,200
1022
– –
-43,396
1023
– –
0
1024
– –
0
1025
– –
-6,000
39 40
41
42 43