Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10B
1-Year Est. Return 4.45%
This Quarter Est. Return
1 Year Est. Return
+4.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.47B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$68.3M
2
+$54.7M
3
+$43.5M
4
MO icon
Altria Group
MO
+$37.9M
5
CSCO icon
Cisco
CSCO
+$37.8M

Top Sells

1
+$105M
2
+$84.9M
3
+$82.7M
4
SBUX icon
Starbucks
SBUX
+$70.1M
5
CRM icon
Salesforce
CRM
+$64.1M

Sector Composition

1 Financials 14.34%
2 Consumer Discretionary 13.25%
3 Technology 12.44%
4 Healthcare 11.24%
5 Industrials 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1053
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1054
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1055
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1056
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1058
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1071
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1072
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1075
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-7,560
41 42
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