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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
$7.44B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$112M
3
+$102M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$88.7M
5
MS icon
Morgan Stanley
MS
+$86.6M

Top Sells

1
+$283M
2
+$70.8M
3
+$62.8M
4
JNJ icon
Johnson & Johnson
JNJ
+$55.4M
5
TSLA icon
Tesla
TSLA
+$52.9M

Sector Composition

1 Technology 25.07%
2 Financials 13.87%
3 Consumer Discretionary 12.41%
4 Healthcare 9.77%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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0
1002
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0
1003
– –
-20,413
1004
– –
-362,742
1005
– –
0
1006
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0
1007
– –
0
1008
– –
0
1009
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0
1010
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0
1011
– –
-71,993
1012
– –
0
1013
– –
0
1014
– –
-42,026
1015
– –
0
1016
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0
1017
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0
1018
– –
0
1019
– –
-136,566
1020
– –
0
1021
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0
1022
– –
-19,709
1023
– –
0
1024
– –
-90,846
1025
– –
0
39 40
41
42 43