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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
$3.88B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$87.5M
3
+$86.1M
4
PEP icon
PepsiCo
PEP
+$79.9M
5
SBUX icon
Starbucks
SBUX
+$74.5M

Top Sells

1
+$64.9M
2
+$60.3M
3
+$59.5M
4
AXP icon
American Express
AXP
+$45.9M
5
CAT icon
Caterpillar
CAT
+$42.2M

Sector Composition

1 Consumer Discretionary 13.71%
2 Industrials 13.67%
3 Consumer Staples 11.15%
4 Energy 11.02%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-18,464
1077
– –
0
1078
– –
0
1079
– –
0
1080
– –
-7,500
1081
– –
0
1082
– –
-9,400
1083
– –
0
1084
– –
-48,200
1085
– –
-10,400
1086
– –
0
1087
– –
-19,604
1088
– –
-5,100
1089
– –
-20,100
1090
– –
0
1091
– –
-171,370
1092
– –
-10,100
1093
– –
-17,496
1094
– –
-36,625
1095
– –
-127,540
1096
– –
-56,377
1097
– –
-189,561
1098
– –
0
1099
– –
0
1100
– –
0
42 43
44
45 46