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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
$4.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$59.9M
3
+$59.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.2M
5
INTU icon
Intuit
INTU
+$46.1M

Top Sells

1
+$78.3M
2
+$75.4M
3
+$60.9M
4
BABA icon
Alibaba
BABA
+$48.1M
5
SBUX icon
Starbucks
SBUX
+$40.3M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 15.45%
3 Financials 13.64%
4 Healthcare 13.39%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
0
1027
– –
0
1028
– –
-33,472
1029
– –
-19,200
1030
– –
-7,200
1031
– –
-162,772
1032
– –
0
1033
– –
-89,739
1034
– –
-62,000
1035
– –
-4,600
1036
– –
-46,944
1037
– –
0
1038
– –
0
1039
– –
0
1040
– –
0
1041
– –
-28,000
1042
– –
-37,347
1043
– –
0
1044
– –
-124,300
1045
– –
-52,700
1046
– –
-14,051
1047
– –
0
1048
– –
0
1049
– –
0
1050
– –
-2,900
40 41
42
43 44