Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $10.6B
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1 +$64M
2 +$32.8M
3 +$32.6M
4
JPM icon
JPMorgan Chase
JPM
+$31.4M
5
LMT icon
Lockheed Martin
LMT
+$29.6M

Top Sells

1 +$56.6M
2 +$38.1M
3 +$32.8M
4
QCOM icon
Qualcomm
QCOM
+$32.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$30.1M

Sector Composition

1 Technology 19.47%
2 Financials 16.97%
3 Healthcare 14.29%
4 Consumer Discretionary 10.27%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
-16,933
1052
0
1053
-29,697
1054
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1055
-15,143
1056
-63,865
1057
-4,411
1058
-24,643
1059
-12,384
1060
-36,611
1061
-27,070
1062
0
1063
-37,254
1064
0
1065
-19,862
1066
0
1067
-10,885
1068
-11,243
1069
0
1070
-11,484
1071
0
1072
-4,954
1073
0
1074
-12,484
1075
-156,511