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
$3.93B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$86M
3
+$76.9M
4
LOW icon
Lowe's Companies
LOW
+$67.8M
5
CF icon
CF Industries
CF
+$60M

Top Sells

1
+$95M
2
+$90.9M
3
+$81.1M
4
V icon
Visa
V
+$80.4M
5
LYB icon
LyondellBasell Industries
LYB
+$56.6M

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 13.14%
3 Energy 11.41%
4 Industrials 11.28%
5 Healthcare 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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1078
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-533,882
1079
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1080
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1081
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-4,000
1082
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-32,433
1083
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-36,400
1084
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1085
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-148,694
1086
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-11,200
1087
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1088
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-58,623
1089
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-31,444
1090
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-26,700
1091
– –
-28,338
1092
– –
0
1093
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-10,100
1094
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-70,592
1095
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0
1096
– –
-135,105
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