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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
$7.85B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,146
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$52.7M
3
+$50.6M
4
ORCL icon
Oracle
ORCL
+$48.7M
5
NEM icon
Newmont
NEM
+$46.6M

Top Sells

1
+$131M
2
+$129M
3
+$109M
4
XOM icon
Exxon Mobil
XOM
+$106M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69.7M

Sector Composition

1 Technology 26.19%
2 Financials 13.95%
3 Consumer Discretionary 12.16%
4 Healthcare 8.55%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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1102
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1103
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1104
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-23,412
1105
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1106
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1107
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0
1108
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-369,493
1109
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0
1110
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1111
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0
1112
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-110,369
1113
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-34,754
1114
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1115
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-13,936
1116
– –
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1117
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-27,610
1118
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1119
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-15,234
1120
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0
1121
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0
1122
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0
1123
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-58,203
1124
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-117,246
1125
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-22,339
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