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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
$6.45B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$63.3M
3
+$57.3M
4
NKE icon
Nike
NKE
+$49.5M
5
JPM icon
JPMorgan Chase
JPM
+$48.1M

Top Sells

1
+$163M
2
+$116M
3
+$68.1M
4
XYZ
Block Inc
XYZ
+$59.6M
5
CMCSA icon
Comcast
CMCSA
+$54.8M

Sector Composition

1 Consumer Discretionary 19.21%
2 Financials 14.07%
3 Industrials 12.75%
4 Technology 12.57%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-10,700
1027
– –
-18,607
1028
– –
-924,728
1029
– –
0
1030
– –
-17,469
1031
– –
-9,600
1032
– –
0
1033
– –
0
1034
– –
-184,317
1035
– –
-23,893
1036
– –
-558,476
1037
– –
0
1038
– –
-12,187
1039
– –
-18,100
1040
– –
-276,731
1041
– –
-293,293
1042
– –
-71,003
1043
– –
-14,076
1044
– –
0
1045
– –
-12,700
1046
– –
-45,654
1047
– –
0
1048
– –
-110,800
1049
– –
-46,510
1050
– –
0
40 41
42
43 44