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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
1101
– –
-93,214
1102
– –
-659,032
1103
– –
-4,200
1104
– –
-2,496,944
1105
– –
0
1106
– –
-15,000
1107
– –
0
1108
– –
0
1109
– –
0
1110
– –
0
1111
– –
0
1112
– –
0
1113
– –
-2,743
1114
– –
0
1115
– –
-43,752
1116
– –
0
1117
– –
0
1118
– –
0
1119
– –
0
1120
– –
-6,400
1121
– –
0
1122
– –
0
1123
– –
-21,506
1124
– –
0
1125
– –
-39,036
43 44
45
46 47