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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
$5.63B
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.8M
3
+$90.6M
4
MPC icon
Marathon Petroleum
MPC
+$64.9M
5
AMZN icon
Amazon
AMZN
+$64.8M

Top Sells

1
+$96.7M
2
+$73.8M
3
+$72.3M
4
MA icon
Mastercard
MA
+$63.7M
5
AVGO icon
Broadcom
AVGO
+$61M

Sector Composition

1 Consumer Discretionary 17.5%
2 Consumer Staples 12.37%
3 Technology 11.03%
4 Industrials 10.53%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
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-170,178
1152
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1153
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-334,907
1154
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0
1155
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1156
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1157
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-49,622
1158
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1159
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1160
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-9,965
1161
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-12,800
1162
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1163
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-35,349
1164
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-11,900
1165
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-14,200
1166
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-62,500
1167
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0
1168
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-69,897
1169
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-48,664
1170
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0
1171
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-102,345
1172
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-592,234
1173
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0
1174
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0
1175
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-9,474
45 46
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