Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.93B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$86M
3
+$76.9M
4
LOW icon
Lowe's Companies
LOW
+$67.8M
5
CF icon
CF Industries
CF
+$60M

Top Sells

1
+$95M
2
+$90.9M
3
+$81.1M
4
V icon
Visa
V
+$80.4M
5
LYB icon
LyondellBasell Industries
LYB
+$56.6M

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 13.14%
3 Energy 11.41%
4 Industrials 11.28%
5 Healthcare 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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1055
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-20,000
1056
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-47,036
1057
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-195,506
1058
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-16,300
1059
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0
1060
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-268,900
1061
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-12,085
1062
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-24,115
1063
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-10,800
1064
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0
1065
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-23,241
1066
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0
1067
– –
-7,699
1068
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0
1069
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-9,600
1070
– –
-121,576
1071
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-4,863
1072
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0
1073
– –
-9,100
1074
– –
-92,069
1075
– –
-70,798
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