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
$7.84B
AUM Growth
-$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$139M
3
+$81.9M
4
JPM icon
JPMorgan Chase
JPM
+$64.8M
5
PEP icon
PepsiCo
PEP
+$59.4M

Top Sells

1
+$166M
2
+$143M
3
+$126M
4
SPOT icon
Spotify
SPOT
+$121M
5
JNJ icon
Johnson & Johnson
JNJ
+$114M

Sector Composition

1 Technology 22.9%
2 Financials 16.97%
3 Healthcare 11.51%
4 Industrials 9.99%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
0
1002
– –
0
1003
– –
-19,126
1004
– –
-17,237
1005
– –
-14,812
1006
– –
0
1007
– –
0
1008
– –
-191,944
1009
– –
0
1010
– –
0
1011
– –
0
1012
– –
-94,567
1013
– –
-29,645
1014
– –
-176,529
1015
– –
0
1016
– –
0
1017
– –
0
1018
– –
-121,804
1019
– –
-31,990
1020
– –
-86,604
1021
– –
0
1022
– –
-1,388,499
1023
– –
-347,055
1024
– –
0
1025
– –
0
39 40
41
42 43