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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
$4.46B
AUM Growth
+$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$91.9M
2
+$75.3M
3
+$74.4M
4
ORCL icon
Oracle
ORCL
+$71M
5
YUM icon
Yum! Brands
YUM
+$65.3M

Top Sells

1
+$87M
2
+$85.4M
3
+$76.8M
4
MO icon
Altria Group
MO
+$62.8M
5
MSFT icon
Microsoft
MSFT
+$59.7M

Sector Composition

1 Consumer Discretionary 15.4%
2 Industrials 13.15%
3 Energy 12.37%
4 Technology 10.61%
5 Consumer Staples 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-71,737
1052
– –
-5,314
1053
– –
-20,327
1054
– –
0
1055
– –
-23,900
1056
– –
-84,044
1057
– –
-6,180
1058
– –
0
1059
– –
0
1060
– –
-34,959
1061
– –
0
1062
– –
-32,950
1063
– –
0
1064
– –
-92,344
1065
– –
-5,900
1066
– –
0
1067
– –
-18,576
1068
– –
-22,707
1069
– –
-17,700
1070
– –
-12,088
1071
– –
-9,265
1072
– –
-374,231
1073
– –
-108,979
1074
– –
0
1075
– –
-8,400
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