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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
1201
– –
-36,721
1202
– –
-52,822
1203
– –
0
1204
– –
-6,700
1205
– –
0
1206
– –
-10,549
1207
– –
-273,000
1208
– –
-1,115
1209
– –
-1,340
1210
– –
0
1211
– –
0
1212
– –
-16,412
1213
– –
-50,100
1214
– –
-19,600
1215
– –
-14,400
1216
– –
-128,556
1217
– –
-6,897
1218
– –
-4,700
1219
– –
-11,176
1220
– –
-163,825
1221
– –
0
1222
– –
0
1223
– –
-18,100
1224
– –
0
1225
– –
0
47 48
49
50 51