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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
$6.5B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.7M
3
+$47.2M
4
MSFT icon
Microsoft
MSFT
+$47.1M
5
ABBV icon
AbbVie
ABBV
+$43.4M

Top Sells

1
+$373M
2
+$73.6M
3
+$67.9M
4
LOW icon
Lowe's Companies
LOW
+$58M
5
MRK icon
Merck
MRK
+$54.5M

Sector Composition

1 Consumer Discretionary 17.1%
2 Technology 13.51%
3 Healthcare 12.28%
4 Industrials 11.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-23,000
1227
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0
1228
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-379,074
1229
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0
1230
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-47,409
1231
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0
1232
– –
-1,674
1233
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0
1234
– –
-242,871
1235
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0
1236
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-4,226
1237
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-7,163,864
1238
– –
-8,000
1239
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-53,845
1240
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-1,289
1241
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-45,760
1242
– –
-10,900
1243
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-10,290
1244
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-11,300
1245
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-38,226
1246
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-9,900
1247
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-4,500
1248
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-15,100
1249
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-76,747
1250
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0
48 49
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51 52