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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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-10,700
1102
– –
-225,007
1103
– –
-39,800
1104
– –
0
1105
– –
-298,000
1106
– –
-51,693
1107
– –
-40,300
1108
– –
-63,383
1109
– –
-41,460
1110
– –
-132,748
1111
– –
-51,419
1112
– –
-10,355
1113
– –
-148,674
1114
– –
0
1115
– –
0
1116
– –
-78,882
1117
– –
0
1118
– –
-52,544
1119
– –
-26,816
1120
– –
-6,411
1121
– –
0
1122
– –
0
1123
– –
0
1124
– –
-57,039
1125
– –
0
43 44
45
46 47