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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
$5.47B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,258
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.4M
3
+$40.7M
4
CSCO icon
Cisco
CSCO
+$38.1M
5
MO icon
Altria Group
MO
+$36.1M

Top Sells

1
+$109M
2
+$81.6M
3
+$72.3M
4
SBUX icon
Starbucks
SBUX
+$70M
5
CRM icon
Salesforce
CRM
+$68M

Sector Composition

1 Financials 14.34%
2 Consumer Discretionary 13.25%
3 Technology 12.44%
4 Industrials 11.35%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-120,190
1202
– –
0
1203
– –
-27,900
1204
– –
-4,192
1205
– –
-37,418
1206
– –
-20,110
1207
– –
-21,668
1208
– –
-18,308
1209
– –
0
1210
– –
-103,315
1211
– –
-160,600
1212
– –
-195,326
1213
– –
-32,500
1214
– –
0
1215
– –
-4,700
1216
– –
0
1217
– –
-250,223
1218
– –
0
1219
– –
-552,036
1220
– –
-69,245
1221
– –
-59,842
1222
– –
-13,074
1223
– –
-205,062
1224
– –
-13,500
1225
– –
0
47 48
49
50 51