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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
$6.62B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,375
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$90M
3
+$85.3M
4
C icon
Citigroup
C
+$80.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$80.1M

Top Sells

1
+$116M
2
+$62.6M
3
+$61.5M
4
CAT icon
Caterpillar
CAT
+$60.7M
5
AMAT icon
Applied Materials
AMAT
+$58.8M

Sector Composition

1 Consumer Discretionary 15.04%
2 Technology 14.13%
3 Healthcare 13.61%
4 Financials 12.91%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
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1152
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-7,200
1153
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-35,462
1154
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-25,400
1155
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-85,052
1156
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-19,200
1157
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-27,100
1158
– –
-37,682
1159
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-47,019
1160
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-14,300
1161
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0
1162
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-153,897
1163
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1164
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-12,104
1165
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0
1166
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-4,600
1167
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0
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0
1170
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0
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0
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-13,900
1173
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-9,300
1174
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-93,934
1175
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-28,200
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