We are live on ! Find out more
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
1126
– –
0
1127
– –
-198,252
1128
– –
-118,685
1129
– –
0
1130
– –
-3,600
1131
– –
-10,100
1132
– –
0
1133
– –
0
1134
– –
0
1135
– –
0
1136
– –
-109,200
1137
– –
0
1138
– –
0
1139
– –
0
1140
– –
-16,655
1141
– –
-4,716
1142
– –
0
1143
– –
-18,400
1144
– –
-328,006
1145
– –
0
1146
– –
-33,019
1147
– –
-11,500
1148
– –
-48,714
1149
– –
0
1150
– –
0
44 45
46
47 48