We are live on ! Find out more
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
$7.84B
AUM Growth
-$2.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$139M
3
+$81.9M
4
JPM icon
JPMorgan Chase
JPM
+$64.8M
5
PEP icon
PepsiCo
PEP
+$59.4M

Top Sells

1
+$166M
2
+$143M
3
+$126M
4
SPOT icon
Spotify
SPOT
+$121M
5
JNJ icon
Johnson & Johnson
JNJ
+$114M

Sector Composition

1 Technology 22.9%
2 Financials 16.97%
3 Healthcare 11.51%
4 Industrials 9.99%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-517,640
1027
– –
0
1028
– –
0
1029
– –
0
1030
– –
0
1031
– –
-151,536
1032
– –
0
1033
– –
-142,307
1034
– –
-71,569
1035
– –
-740,479
1036
– –
-90,958
1037
– –
-19,911
1038
– –
0
1039
– –
-3,341,683
1040
– –
-110,651
1041
– –
-811,094
1042
– –
0
1043
– –
0
1044
– –
-33,086
1045
– –
0
1046
– –
0
1047
– –
-171,583
1048
– –
0
1049
– –
0
1050
– –
-28,589
40 41
42
43 44