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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
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-35,800
1027
– –
0
1028
– –
-20,762
1029
– –
-328,793
1030
– –
-5,500
1031
– –
0
1032
– –
-41,900
1033
– –
0
1034
– –
-119,220
1035
– –
-22,500
1036
– –
-11,900
1037
– –
0
1038
– –
-364,694
1039
– –
-13,493
1040
– –
-23,100
1041
– –
-107,745
1042
– –
-16,700
1043
– –
-34,300
1044
– –
-18,900
1045
– –
0
1046
– –
-56,624
1047
– –
-150,074
1048
– –
-106,638
1049
– –
0
1050
– –
0
40 41
42
43 44