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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
$4.61B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$59.9M
3
+$59.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$58.2M
5
INTU icon
Intuit
INTU
+$46.1M

Top Sells

1
+$78.3M
2
+$75.4M
3
+$60.9M
4
BABA icon
Alibaba
BABA
+$48.1M
5
SBUX icon
Starbucks
SBUX
+$40.3M

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 15.45%
3 Financials 13.64%
4 Healthcare 13.39%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-144,933
1202
– –
-10,300
1203
– –
-3,910
1204
– –
-5,400
1205
– –
-75,324
1206
– –
0
1207
– –
0
1208
– –
-5,300
1209
– –
-12,300
1210
– –
-8,700
1211
– –
-9,175
1212
– –
-23,000
1213
– –
0
1214
– –
-10,702
1215
– –
-57,700
1216
– –
-19,854
1217
– –
0
1218
– –
-10,100
1219
– –
-8,787
1220
– –
0
1221
– –
-4,600
1222
– –
-197,739
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