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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
$3.88B
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$87.5M
3
+$86.1M
4
PEP icon
PepsiCo
PEP
+$79.9M
5
SBUX icon
Starbucks
SBUX
+$74.5M

Top Sells

1
+$64.9M
2
+$60.3M
3
+$59.5M
4
AXP icon
American Express
AXP
+$45.9M
5
CAT icon
Caterpillar
CAT
+$42.2M

Sector Composition

1 Consumer Discretionary 13.71%
2 Industrials 13.67%
3 Consumer Staples 11.15%
4 Energy 11.02%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-2,139
1102
– –
0
1103
– –
-20,800
1104
– –
-56,058
1105
– –
0
1106
– –
0
1107
– –
0
1108
– –
-15,200
1109
– –
0
1110
– –
-11,400
1111
– –
-64,485
1112
– –
0
1113
– –
0
1114
– –
0
1115
– –
0
1116
– –
-185,355
1117
– –
-98,753
1118
– –
0
1119
– –
-319,214
1120
– –
-1,445,236
1121
– –
0
1122
– –
0
1123
– –
-13,576
1124
– –
-15,500
1125
– –
-15,452
43 44
45
46 47