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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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.8M
3
+$90.6M
4
MPC icon
Marathon Petroleum
MPC
+$64.9M
5
AMZN icon
Amazon
AMZN
+$64.8M

Top Sells

1
+$96.7M
2
+$73.8M
3
+$72.3M
4
MA icon
Mastercard
MA
+$63.7M
5
AVGO icon
Broadcom
AVGO
+$61M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.53%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-537,699
1027
– –
-109,309
1028
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0
1029
– –
-564,145
1030
– –
0
1031
– –
-49,299
1032
– –
-160,850
1033
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-232,103
1034
– –
-8,129
1035
– –
-40,879
1036
– –
-259,163
1037
– –
-64,727
1038
– –
-15,100
1039
– –
0
1040
– –
-27,800
1041
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-16,200
1042
– –
-176,791
1043
– –
0
1044
– –
0
1045
– –
-13,432
1046
– –
-99,126
1047
– –
-46,900
1048
– –
-131,600
1049
– –
0
1050
– –
-89,203
40 41
42
43 44