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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
$5.47B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.4M
3
+$40.7M
4
CSCO icon
Cisco
CSCO
+$38.1M
5
MO icon
Altria Group
MO
+$36.1M

Top Sells

1
+$109M
2
+$81.6M
3
+$72.3M
4
SBUX icon
Starbucks
SBUX
+$70M
5
CRM icon
Salesforce
CRM
+$68M

Sector Composition

1 Financials 14.34%
2 Consumer Discretionary 13.25%
3 Technology 12.44%
4 Industrials 11.35%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-50,996
1127
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-29,925
1128
– –
-62,781
1129
– –
-3,265
1130
– –
-31,439
1131
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0
1132
– –
0
1133
– –
-58,100
1134
– –
-51,435
1135
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-54,420
1136
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-95,510
1137
– –
0
1138
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0
1139
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0
1140
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0
1141
– –
-17,900
1142
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-29,700
1143
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0
1144
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0
1145
– –
-48,674
1146
– –
-3,925
1147
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-30,200
1148
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-10,600
1149
– –
-46,500
1150
– –
-3,600
44 45
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