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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
1076
– –
-7,428
1077
– –
-4,700
1078
– –
-219,399
1079
– –
-667,203
1080
– –
-39,613
1081
– –
-10,254
1082
– –
-6,700
1083
– –
-13,755
1084
– –
-11,300
1085
– –
-67,800
1086
– –
-33,800
1087
– –
-43,000
1088
– –
0
1089
– –
-1,789
1090
– –
0
1091
– –
-72,580
1092
– –
0
1093
– –
-56,031
1094
– –
0
1095
– –
-19,310
1096
– –
-15,700
1097
– –
-23,213
1098
– –
-21,952
1099
– –
-32,600
1100
– –
0
42 43
44
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