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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
$5.47B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.4M
3
+$40.7M
4
CSCO icon
Cisco
CSCO
+$38.1M
5
MO icon
Altria Group
MO
+$36.1M

Top Sells

1
+$109M
2
+$81.6M
3
+$72.3M
4
SBUX icon
Starbucks
SBUX
+$70M
5
CRM icon
Salesforce
CRM
+$68M

Sector Composition

1 Financials 14.34%
2 Consumer Discretionary 13.25%
3 Technology 12.44%
4 Industrials 11.35%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-17,980
1077
– –
0
1078
– –
-42,521
1079
– –
-41,281
1080
– –
-11,100
1081
– –
-231,066
1082
– –
-12,500
1083
– –
-13,500
1084
– –
0
1085
– –
-13,100
1086
– –
0
1087
– –
-27,400
1088
– –
-3,675
1089
– –
-14,897
1090
– –
0
1091
– –
-28,759
1092
– –
-13,200
1093
– –
-10,000
1094
– –
-445,590
1095
– –
0
1096
– –
-8,000
1097
– –
-6,796
1098
– –
-46,000
1099
– –
-46,600
1100
– –
-47,340
42 43
44
45 46