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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
1201
– –
-4,200
1202
– –
-2,200
1203
– –
0
1204
– –
-16,100
1205
– –
0
1206
– –
0
1207
– –
-1,140,452
1208
– –
0
1209
– –
0
1210
– –
0
1211
– –
-44,345
1212
– –
-44,208
1213
– –
-14,900
1214
– –
-7,200
1215
– –
-7,400
1216
– –
0
1217
– –
-31,797
1218
– –
-4,770
1219
– –
0
1220
– –
0
1221
– –
-3,600
1222
– –
0
1223
– –
0
1224
– –
-105,664
1225
– –
-86,147
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49
50 51