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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
$6.45B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,371
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$63.3M
3
+$57.3M
4
NKE icon
Nike
NKE
+$49.5M
5
JPM icon
JPMorgan Chase
JPM
+$48.1M

Top Sells

1
+$163M
2
+$116M
3
+$68.1M
4
XYZ
Block Inc
XYZ
+$59.6M
5
CMCSA icon
Comcast
CMCSA
+$54.8M

Sector Composition

1 Consumer Discretionary 19.21%
2 Financials 14.07%
3 Industrials 12.75%
4 Technology 12.57%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
0
1102
– –
-5,400
1103
– –
-508
1104
– –
-204,571
1105
– –
-22,300
1106
– –
0
1107
– –
-57,708
1108
– –
-36,860
1109
– –
-6,901
1110
– –
-170,392
1111
– –
-20,707
1112
– –
0
1113
– –
0
1114
– –
-42,800
1115
– –
-10,490
1116
– –
-6,500
1117
– –
0
1118
– –
-101,372
1119
– –
0
1120
– –
0
1121
– –
-1,100
1122
– –
-9,500
1123
– –
0
1124
– –
0
1125
– –
-18,489
43 44
45
46 47