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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
$6.62B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$90M
3
+$85.3M
4
C icon
Citigroup
C
+$80.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$80.1M

Top Sells

1
+$116M
2
+$62.6M
3
+$61.5M
4
CAT icon
Caterpillar
CAT
+$60.7M
5
AMAT icon
Applied Materials
AMAT
+$58.8M

Sector Composition

1 Consumer Discretionary 15.04%
2 Technology 14.13%
3 Healthcare 13.61%
4 Financials 12.91%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-36,481
1027
– –
-7,200
1028
– –
0
1029
– –
-5,100
1030
– –
-73,398
1031
– –
-29,400
1032
– –
-12,800
1033
– –
-136,005
1034
– –
-9,634
1035
– –
-3,967
1036
– –
0
1037
– –
-5,800
1038
– –
-20,251
1039
– –
0
1040
– –
-14,200
1041
– –
0
1042
– –
0
1043
– –
-10,700
1044
– –
-217,000
1045
– –
0
1046
– –
0
1047
– –
0
1048
– –
-12,200
1049
– –
0
1050
– –
0
40 41
42
43 44