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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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.8M
3
+$90.6M
4
MPC icon
Marathon Petroleum
MPC
+$64.9M
5
AMZN icon
Amazon
AMZN
+$64.8M

Top Sells

1
+$96.7M
2
+$73.8M
3
+$72.3M
4
MA icon
Mastercard
MA
+$63.7M
5
AVGO icon
Broadcom
AVGO
+$61M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.53%
5 Financials 10.19%
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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-9,700
1054
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0
1055
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1056
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0
1057
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0
1058
– –
-90,057
1059
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-391,982
1060
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-172,982
1061
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1062
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1063
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-67,666
1064
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0
1065
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0
1066
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-1,978
1067
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0
1068
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-41,000
1069
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0
1070
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0
1071
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-17,330
1072
– –
0
1073
– –
-38,900
1074
– –
-22,002
1075
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-12,294
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