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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
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-340,270
1077
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-128,096
1078
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-104,775
1079
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-32,700
1080
– –
-19,576
1081
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-5,529
1082
– –
-90,015
1083
– –
0
1084
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0
1085
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0
1086
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1087
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1088
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-13,200
1089
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1090
– –
-62,574
1091
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0
1092
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-24,024
1093
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0
1094
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-558,690
1095
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-6,088
1096
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-20,900
1097
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-74,182
1098
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-142,890
1099
– –
0
1100
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-232,356
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