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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
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-141,655
1152
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0
1153
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0
1154
– –
-65,159
1155
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-19,659
1156
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-68,276
1157
– –
-5,600
1158
– –
-618,992
1159
– –
-13,459
1160
– –
-239,052
1161
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0
1162
– –
-40,085
1163
– –
-90,708
1164
– –
-83,500
1165
– –
0
1166
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0
1167
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-237,371
1168
– –
-203,010
1169
– –
-101,780
1170
– –
0
1171
– –
-147,873
1172
– –
-22,148
1173
– –
-31,966
1174
– –
-55,569
1175
– –
-134,403
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