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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
$6.89B
AUM Growth
+$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$82.7M
3
+$82M
4
CHTR icon
Charter Communications
CHTR
+$73.4M
5
MCD icon
McDonald's
MCD
+$64.1M

Top Sells

1
+$86.6M
2
+$80.3M
3
+$69.1M
4
AAPL icon
Apple
AAPL
+$67.2M
5
PXD
Pioneer Natural Resource Co.
PXD
+$48.9M

Sector Composition

1 Technology 16.47%
2 Consumer Discretionary 14.42%
3 Healthcare 12.38%
4 Industrials 10.76%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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-3,869
1227
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0
1228
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1229
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-29,643
1230
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1231
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0
1232
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0
1233
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-271,756
1234
– –
-19,800
1235
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0
1236
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1237
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1238
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-700
1239
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1240
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-105,000
1241
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-16,300
1242
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1243
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-25,300
1244
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1245
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1246
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0
1247
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-85,284
1248
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-5,952
1249
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1250
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-9,495
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