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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
$4.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$59.9M
3
+$59.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.2M
5
INTU icon
Intuit
INTU
+$46.1M

Top Sells

1
+$78.3M
2
+$75.4M
3
+$60.9M
4
BABA icon
Alibaba
BABA
+$48.1M
5
SBUX icon
Starbucks
SBUX
+$40.3M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 15.45%
3 Financials 13.64%
4 Healthcare 13.39%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
0
1002
– –
0
1003
– –
-18,700
1004
– –
-33,101
1005
– –
-11,542
1006
– –
0
1007
– –
-123,290
1008
– –
0
1009
– –
0
1010
– –
-5,900
1011
– –
-17,386
1012
– –
0
1013
– –
-3,529
1014
– –
-181,900
1015
– –
-44,445
1016
– –
0
1017
– –
-52,375
1018
– –
0
1019
– –
0
1020
– –
-9,777
1021
– –
-2,219
1022
– –
-22,365
1023
– –
0
1024
– –
-2,200
1025
– –
-9,200
39 40
41
42 43