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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
$3.88B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$87.5M
3
+$86.1M
4
PEP icon
PepsiCo
PEP
+$79.9M
5
SBUX icon
Starbucks
SBUX
+$74.5M

Top Sells

1
+$64.9M
2
+$60.3M
3
+$59.5M
4
AXP icon
American Express
AXP
+$45.9M
5
CAT icon
Caterpillar
CAT
+$42.2M

Sector Composition

1 Consumer Discretionary 13.71%
2 Industrials 13.67%
3 Consumer Staples 11.15%
4 Energy 11.02%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-6,900
1052
– –
-18,537
1053
– –
-230,563
1054
– –
0
1055
– –
-47,083
1056
– –
-1,501
1057
– –
-22,551
1058
– –
-8,139
1059
– –
-827,853
1060
– –
-8,700
1061
– –
-128,900
1062
– –
-6,683
1063
– –
0
1064
– –
-2,713
1065
– –
-135,754
1066
– –
-133,600
1067
– –
-132,985
1068
– –
0
1069
– –
0
1070
– –
0
1071
– –
-3,358
1072
– –
-34,058
1073
– –
-43,777
1074
– –
-86,324
1075
– –
-33,617
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