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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
$6.62B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$90M
3
+$85.3M
4
C icon
Citigroup
C
+$80.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$80.1M

Top Sells

1
+$116M
2
+$62.6M
3
+$61.5M
4
CAT icon
Caterpillar
CAT
+$60.7M
5
AMAT icon
Applied Materials
AMAT
+$58.8M

Sector Composition

1 Consumer Discretionary 15.04%
2 Technology 14.13%
3 Healthcare 13.61%
4 Financials 12.91%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-44,941
1102
– –
0
1103
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0
1104
– –
0
1105
– –
0
1106
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-168,864
1107
– –
0
1108
– –
-32,813
1109
– –
-15,800
1110
– –
-189,800
1111
– –
0
1112
– –
-563
1113
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-29,100
1114
– –
-19,000
1115
– –
-6,600
1116
– –
0
1117
– –
0
1118
– –
-3,879
1119
– –
-63,800
1120
– –
-10,747
1121
– –
-96,256
1122
– –
-17,600
1123
– –
-33,315
1124
– –
-110,944
1125
– –
0
43 44
45
46 47